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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

STEL holding history

Stellar Bancorp, Inc. in every 13F filed by Segment Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

STEL overviewAll 13F holders of STELFull Q2 2026 holdings

Shares (Q2 2026)
79,999
Value
$3.15M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of STEL by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202679,999$3.15M0.2%00.0%UnchangedHolders
Q1 202679,999$2.93M0.2%−3,080−3.7%ReducedHolders
Q4 202583,079$2.57M0.1%+3,111+3.9%AddedHolders
Q3 202579,968$2.43M0.1%+300.0%AddedHolders
Q2 202579,938$2.24M0.1%+320.0%AddedHolders
Q1 202579,906$2.21M0.1%+330.0%AddedHolders
Q4 202479,873$2.26M0.2%+310.0%AddedHolders
Q3 202479,842$2.07M0.1%+320.0%AddedHolders
Q2 202479,810$1.83M0.1%+71+0.1%AddedHolders
Q1 202479,739$1.94M0.1%+290.0%AddedHolders
Q4 202379,710$2.22M0.2%+380.0%AddedHolders
Q3 202379,672$1.70M0.2%+350.0%AddedHolders
Q2 202379,637$1.82M0.2%+320.0%AddedHolders
Q1 202379,605$1.96M0.2%+270.0%AddedHolders
Q4 202279,578$2.34M0.3%+79,578NewHolders