Stellar Bancorp, Inc.
STELDelisted Jul 1, 2026- Industry
- National Commercial Banks
- SEC CIK
- 0001473844
Stellar Bancorp, Inc. was delisted on Jul 1, 2026; its insiders filed their last Form 4 on Jul 1, 2026; 213 institutions reported holding it in 13F filings for Q2 2026, worth $1.28B in total; no superinvestor held it.
13F holders, Q1 2026
Institutional positions in Stellar Bancorp, Inc. as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 229
- +39 vs. Q4 2025
- Shares held
- 33.3M
- +4.89M (+17.2%) vs. Q4 2025
- Total value
- $1.22B
- +$339.3M (+38.6%) vs. Q4 2025
- New holders
- 59
- 69 more added
- Sold out
- 20
- 62 more reduced
4 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting STEL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 213 | $1.28B |
| Q1 2026 | 229 | $1.22B |
| Q4 2025 | 194 | $980.6M |
| Q3 2025 | 191 | $958.2M |
| Q2 2025 | 184 | $866.7M |
| Q1 2025 | 189 | $831.8M |
| Q4 2024 | 180 | $865.1M |
| Q3 2024 | 175 | $758.2M |
| Q2 2024 | 164 | $664.0M |
| Q1 2024 | 165 | $691.3M |
| Q4 2023 | 160 | $803.5M |
| Q3 2023 | 151 | $582.0M |
| Q2 2023 | 153 | $630.8M |
| Q1 2023 | 152 | $675.6M |
| Q4 2022 | 168 | $804.1M |
| Q3 2022 | 111 | $365.1M |
| Q2 2022 | 99 | $303.6M |
| Q1 2022 | 96 | $351.7M |
| Q4 2021 | 89 | $302.5M |
| Q3 2021 | 76 | $252.4M |
| Q2 2021 | 84 | $263.6M |
| Q1 2021 | 87 | $280.0M |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 165 | $6.07K | 0.00% | +77+87.5% | Added |
| Umb Bank N A | 165 | $6.04K | 0.00% | +3+1.9% | Added |
| True Wealth Design, LLC | 149 | $5.46K | 0.00% | +3+2.1% | Added |
| Essential Partners LLC | 135 | $4.94K | 0.00% | +2+1.5% | Added |
| Sound Income Strategies, LLC | 130 | $4.78K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 130 | $4.76K | 0.00% | +14+12.1% | Added |
| Los Angeles Capital Management LLC | 125 | $4.58K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 108 | $3.95K | 0.00% | +27+33.3% | Added |
| Public Employees Retirement System of Ohio | 90 | $3.29K | 0.00% | +90 | New |
| IFP Advisors, Inc | 88 | $3.22K | 0.00% | +2+2.3% | Added |
| Root Financial Partners, LLC | 80 | $2.93K | 0.00% | +80 | New |
| Keating Financial Advisory Services, Inc. | 76 | $2.78K | 0.00% | +76 | New |
| Advisor Group Holdings, Inc. | 71 | $2.60K | 0.00% | −2,155−96.8% | Reduced |
| Larson Financial Group LLC | 67 | $2.45K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 64 | $2.34K | 0.00% | −967−93.8% | Reduced |
| Rockefeller Capital Management L.P. | 56 | $2.05K | 0.00% | −22,304−99.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 42 | $1.54K | 0.00% | +42 | New |
| Farmers & Merchants Investments Inc | 28 | $1.02K | 0.00% | −3−9.7% | Reduced |
| Basecamp Wealth Advisors LLC | 25 | $915 | 0.00% | +23+1,150.0% | Added |
| Parkside Financial Bank & Trust | 20 | $733 | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 20 | $732 | 0.00% | +20 | New |
| Assetmark, Inc | 18 | $659 | 0.00% | +18 | New |
| Financial Consulate, Inc | 16 | $586 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 14 | $513 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $293 | 0.00% | +8 | New |
| Caitong International Asset Management Co., Ltd | 8 | $293 | 0.00% | +8 | New |
| DecisionPoint Financial, LLC | 7 | $257 | 0.00% | 00.0% | Unchanged |
| Gilpin Wealth Management, LLC | 7 | $257 | 0.00% | +5+250.0% | Added |
| Covestor Ltd | 7 | $0 | 0.00% | +4+133.3% | Added |
| North Reef Capital Management LP | 0 | $0 | 0.00% | −2,875,245−100.0% | Sold out |
| Wellington Management Group LLP | 0 | $0 | 0.00% | −358,521−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −120,797−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −72,828−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −64,117−100.0% | Sold out |
| Credit Agricole S A | 0 | $0 | 0.00% | −39,600−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −29,681−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −18,432−100.0% | Sold out |
| EJF Capital LLC | 0 | $0 | 0.00% | −16,606−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −15,134−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −10,610−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −9,927−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,750−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −8,484−100.0% | Sold out |
| Waters Parkerson & Co., LLC | 0 | $0 | 0.00% | −8,000−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −4,372−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −475−100.0% | Sold out |
| Eurizon Capital SGR S.p.A. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| SRS Capital Advisors, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −39−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Brandywine Global Investment Management, LLC | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| CIBC Private Wealth Group, LLC | – | – | – | – | Not filed |