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Security record · archived quarter

STEL

Stellar Bancorp, Inc. · Financial Services · Banks - Regional

39.32 0.0% mkt cap $2.00B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
74Tracked holders
0Δ holders
24.11MShares held
$745.82MReported value
+0New positions
−0Exits
Stable Conviction score 48/100 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.0% · net new positions 0.0% · formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 73 -7 24.08M $946.60M +4 −11
Q1 2026 83 +9 24.79M $906.76M +14 −5
Q4 2025 74 0 24.11M $745.82M n/a n/a
Q3 2025 14 +1 16.06M $487.24M +1 n/a
Q2 2025 10 +1 14.96M $418.53M +1 n/a
Q1 2025 6 -2 4.85M $134.12M n/a −2
Q4 2024 8 +2 4.97M $140.82M +2 n/a
Q3 2024 5 -1 2.27M $58.69M n/a −1
Q2 2024 6 n/a 1.78M $40.97M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 3.28M +0.6% $101.35M 0.0% ▲ Add 3 SEC ↗ ×5
2 Dimensional Fund Advisors Lp 2.35M n/a $72.56M 0.0% n/c 1 SEC ↗ ×5
3 State Street Global Advisors ✦ (passive) 2.07M -5.4% $64.15M 0.0% ▼ Trim 5 SEC ↗
4 Northern Trust Corp 732.10K n/a $22.65M 0.0% n/c 1 SEC ↗ ×7
5 American Century Companies Inc 617.21K n/a $19.10M 0.0% n/c 1 SEC ↗
6 Goldman Sachs Group ✦ 429.12K +46.9% $13.28M 0.0% ▲ Add 2 SEC ↗ ×2
7 Charles Schwab Investment… 427.77K n/a $13.24M 0.0% n/c 1 SEC ↗
8 Morgan Stanley ✦ 374.98K +14.3% $11.60M 0.0% ▲ Add 2 SEC ↗ ×13
9 Wellington Management ✦ 358.52K -5.8% $11.09M 0.0% ▼ Trim 7 SEC ↗ ×5
10 Royal Bank Of Canada 312.47K n/a $9.67M 0.0% n/c 1 SEC ↗ ×3
11 Invesco Ltd. 296.47K n/a $9.17M 0.0% n/c 1 SEC ↗ ×4
12 Principal Financial Group Inc 219.60K n/a $6.79M 0.0% n/c 1 SEC ↗ ×2
13 Mercer Global Advisors Inc /Adv 203.69K n/a $6.30M 0.0% n/c 1 SEC ↗
14 Truist Financial Corp 147.11K n/a $4.55M 0.0% n/c 1 SEC ↗
15 Bank Of America Corp /De/ 143.53K n/a $4.44M 0.0% n/c 1 SEC ↗ ×4
16 Rhumbline Advisers 128.53K n/a $3.98M 0.0% n/c 1 SEC ↗
17 Ameriprise Financial Inc 125.63K n/a $3.89M 0.0% n/c 1 SEC ↗ ×2
18 Legal & General Group Plc 115.75K n/a $3.58M 0.0% n/c 1 SEC ↗ ×3
19 JPMorgan Chase ✦ 97.28K -37.8% $3.01M 0.0% ▼ Trim 2 SEC ↗ ×4
20 Barclays Plc 84.27K n/a $2.61M 0.0% n/c 1 SEC ↗ ×2
21 UBS AM, a distinct business unit of… 84.27K n/a $2.61M 0.0% n/c 1 SEC ↗ ×7
22 Citigroup Inc 79.96K n/a $2.47M 0.0% n/c 1 SEC ↗ ×3
23 First Trust Advisors Lp 78.98K n/a $2.44M 0.0% n/c 1 SEC ↗
24 AQR Capital Management ✦ 77.98K +11.2% $2.41M 0.0% ▲ Add 5 SEC ↗ ×6
25 Alliancebernstein L.P. 60.38K n/a $1.87M 0.0% n/c 1 SEC ↗
26 Wells Fargo & Company/Mn 53.94K n/a $1.67M 0.0% n/c 1 SEC ↗ ×3
27 California State Teachers… 44.90K n/a $1.39M 0.0% n/c 1 SEC ↗
28 T. Rowe Price ✦ 44.87K +9.1% $1.39M 0.0% ▲ Add 7 SEC ↗
29 Deutsche Bank Ag\ 44.09K n/a $1.36M 0.0% n/c 1 SEC ↗ ×2
30 Prudential Financial Inc 43.36K n/a $1.34M 0.0% n/c 1 SEC ↗
31 Credit Agricole S A 39.60K n/a $1.23M 0.0% n/c 1 SEC ↗
32 Franklin Resources Inc 31.74K n/a $981,912 0.0% n/c 1 SEC ↗ ×2
33 Two Sigma Investments ✦ 24.63K -75.5% $761,990 0.0% ▼ Trim 2 SEC ↗
34 Manufacturers Life Insurance… 21.87K n/a $676,689 0.0% n/c 1 SEC ↗
35 Commonwealth Equity Services, Llc 19.63K n/a $607,470 0.0% n/c 1 SEC ↗
36 New York State Common Retirement… 15.10K n/a $467,225 0.0% n/c 1 SEC ↗
37 State Board Of Administration Of… 13.90K n/a $430,190 0.0% n/c 1 SEC ↗
38 Voya Investment Management Llc 8.75K n/a $270,725 0.0% n/c 1 SEC ↗
39 Tudor Investment Corp Et Al 7.43K n/a $229,822 0.0% n/c 1 SEC ↗
40 Victory Capital Management Inc 6.91K n/a $213,795 0.0% n/c 1 SEC ↗
41 Fidelity (FMR) ✦ 6.18K +6.6% $191,360 0.0% ▲ Add 3 SEC ↗ ×2
42 Jones Financial Companies Lllp 4.46K n/a $137,897 0.0% n/c 1 SEC ↗
43 Pnc Financial Services Group, Inc. 2.96K n/a $91,460 0.0% n/c 1 SEC ↗ ×4
44 Fifth Third Bancorp 192 n/a $5,940 0.0% n/c 1 SEC ↗
45 Us Bancorp \De\ 151 n/a $4,672 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

No tracked exits this quarter.

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 226 holders, 32.61M shares, $1.18B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API