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, Q2 2026
Institutional positions in Stellar Bancorp, Inc. as of Jun 30, 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
- 213
- −12 vs. Q1 2026
- Shares held
- 32.7M
- −559.2K (−1.7%) vs. Q1 2026
- Total value
- $1.28B
- +$68.4M (+5.6%) vs. Q1 2026
- New holders
- 32
- 60 more added
- Sold out
- 44
- 77 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Stellar Bancorp, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Evolution Advisers, Inc. | 4 | $0 | 0.00% | +4 | New |
| Freestone Grove Partners LP | 1 | $39 | 0.00% | +1 | New |
| Wealth Enhancement Trust Services, Inc. | 1 | $39 | 0.00% | +1 | New |
| Basecamp Wealth Advisors LLC | 2 | $79 | 0.00% | −23−92.0% | Reduced |
| Fortitude Family Office, LLC | 2 | $79 | 0.00% | +2 | New |
| Davis Capital Management | 3 | $118 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 4 | $158 | 0.00% | +4 | New |
| Ankerstar Wealth, LLC | 5 | $197 | 0.00% | +5 | New |
| Gilpin Wealth Management, LLC | 7 | $276 | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 8 | $315 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 10 | $394 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 12 | $472 | 0.00% | +12 | New |
| Torren Management, LLC | 14 | $550 | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 16 | $630 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 18 | $708 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 20 | $787 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 23 | $905 | 0.00% | −126−84.6% | Reduced |
| Covestor Ltd | 14 | $1.00K | 0.00% | +7+100.0% | Added |
| Essential Partners LLC | 28 | $1.10K | 0.00% | −107−79.3% | Reduced |
| Farmers & Merchants Investments Inc | 28 | $1.10K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 48 | $1.89K | 0.00% | −40−45.5% | Reduced |
| Rothschild Investment LLC | 62 | $2.44K | 0.00% | −46−42.6% | Reduced |
| Larson Financial Group LLC | 67 | $2.63K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 71 | $2.79K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 75 | $2.95K | 0.00% | −1−1.3% | Reduced |
| Bare Financial Services, Inc | 130 | $5.11K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 173 | $6.80K | 0.00% | −632−78.5% | Reduced |
| Hantz Financial Services, Inc. | 177 | $7.00K | 0.00% | −16−8.3% | Reduced |
| Umb Bank N A | 182 | $7.16K | 0.00% | +17+10.3% | Added |
| Public Employees Retirement System of Ohio | 197 | $7.75K | 0.00% | +107+118.9% | Added |
| Lummis Asset Management, LP | 200 | $7.86K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 202 | $7.94K | 0.00% | +37+22.4% | Added |
| Allworth Financial LP | 212 | $8.34K | 0.00% | −18−7.8% | Reduced |
| Smartleaf Asset Management LLC | 253 | $9.95K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 255 | $10.0K | 0.00% | +235+1,175.0% | Added |
| Bessemer Group Inc | 318 | $12.0K | 0.00% | −48,191−99.3% | Reduced |
| US Bancorp | 410 | $16.1K | 0.00% | +211+106.0% | Added |
| Harbor Capital Advisors, Inc. | 499 | $20.0K | 0.00% | −142−22.2% | Reduced |
| Salomon & Ludwin, LLC | 700 | $27.5K | 0.00% | 00.0% | Unchanged |
| Skandinaviska Enskilda Banken AB (publ) | 788 | $31.0K | 0.00% | +788 | New |
| Pinnacle Wealth Planning Services, Inc. | 798 | $31.4K | 0.00% | +24+3.1% | Added |
| Federation des caisses Desjardins du Quebec | 814 | $32.0K | 0.00% | +814 | New |
| Sterling Capital Management LLC | 949 | $37.3K | 0.00% | −588−38.3% | Reduced |
| STRS Ohio | 968 | $38.1K | 0.00% | −21,632−95.7% | Reduced |
| Wells Fargo & Company | 1,077 | $42.4K | 0.00% | −17,641−94.2% | Reduced |
| Rockefeller Capital Management L.P. | 1,292 | $50.8K | 0.00% | +1,236+2,207.1% | Added |
| Parallel Advisors, LLC | 1,474 | $58.0K | 0.00% | −420−22.2% | Reduced |
| Signaturefd, LLC | 1,569 | $61.7K | 0.00% | +1,101+235.3% | Added |
| GAMMA Investing LLC | 1,862 | $73.2K | 0.00% | +125+7.2% | Added |
| Deutsche Bank AG | 1,930 | $75.9K | 0.00% | −44,579−95.9% | Reduced |
| Longfellow Investment Management Co LLC | 2,079 | $81.7K | 0.02% | 00.0% | Unchanged |
| Ameriflex Group, Inc. | 2,155 | $84.7K | 0.03% | +2,155 | New |
| Plante Moran Financial Advisors, LLC | 2,985 | $117.4K | 0.01% | +15+0.5% | Added |
| The PNC Financial Services Group, Inc. | 2,990 | $117.6K | 0.00% | +43+1.5% | Added |
| Ameritas Investment Partners, Inc. | 3,931 | $154.6K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 4,128 | $163.8K | 0.00% | +56+1.4% | Added |
| Nisa Investment Advisors, LLC | 4,389 | $172.6K | 0.00% | +271+6.6% | Added |
| Mather Group, LLC. | 4,979 | $195.8K | 0.00% | +19+0.4% | Added |
| Mutual of America Capital Management LLC | 5,249 | $206.4K | 0.00% | +5,249 | New |
| Janney Montgomery Scott LLC | 5,524 | $217.0K | 0.00% | 00.0% | Unchanged |
| Ieq Capital, LLC | 5,983 | $235.3K | 0.00% | −5,769−49.1% | Reduced |
| Pictet Asset Management Holding SA | 6,011 | $236.4K | 0.00% | −3,767−38.5% | Reduced |
| Cetera Investment Advisers | 6,105 | $240.0K | 0.00% | +13+0.2% | Added |
| Harrell Investment Partners, LLC | 6,140 | $241.4K | 0.05% | −300−4.7% | Reduced |
| Murchinson Ltd. | 6,300 | $247.7K | 0.12% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 6,333 | $249.0K | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 6,633 | $260.8K | 0.00% | +613+10.2% | Added |
| Maryland State Retirement & Pension System | 6,675 | $262.5K | 0.00% | 00.0% | Unchanged |
| SEI Investments Co | 7,569 | $297.6K | 0.00% | +47+0.6% | Added |
| Rahlfs Capital, LLC | 7,581 | $298.1K | 0.22% | 00.0% | Unchanged |
| Victory Capital Management Inc | 7,688 | $302.3K | 0.00% | +58+0.8% | Added |
| SummitTX Capital, L.P. | 8,144 | $320.2K | 0.01% | −2,197−21.2% | Reduced |
| Quadrant Capital Group LLC | 8,181 | $321.7K | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 8,400 | $330.0K | 0.00% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 8,427 | $331.4K | 0.00% | +8,427 | New |
| Brevan Howard Capital Management LP | 8,600 | $338.2K | 0.00% | +8,600 | New |
| Vivaldi Asset Management, LLC | 8,600 | $338.2K | 0.02% | +8,600 | New |
| Chicago Capital Management, LLC | 11,559 | $342.4K | 0.30% | +11,559 | New |
| PenderFund Capital Management Ltd. | 8,800 | $346.0K | 0.04% | +8,800 | New |
| Foundations Investment Advisors, LLC | 9,208 | $362.1K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 9,619 | $378.2K | 0.00% | −223−2.3% | Reduced |
| New York State Teachers Retirement System | 9,807 | $386.0K | 0.00% | +1,535+18.6% | Added |
| Colony Group, LLC | 9,914 | $389.8K | 0.00% | −522−5.0% | Reduced |
| Greenland Capital Management LP | 10,000 | $393.2K | 0.07% | 00.0% | Unchanged |
| CSS LLC | 10,000 | $393.2K | 0.02% | +10,000 | New |
| Crestmont Private Wealth LLC | 10,145 | $398.9K | 0.11% | −2,584−20.3% | Reduced |
| Public Employees Retirement Association of Colorado | 10,257 | $403.0K | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 10,327 | $406.1K | 0.00% | −100−1.0% | Reduced |
| Intech Investment Management LLC | 10,361 | $407.4K | 0.00% | −787−7.1% | Reduced |
| Harvest Management LLC | 10,598 | $416.7K | 0.18% | −77,402−88.0% | Reduced |
| Patron Partners Advisors, LLC | 10,658 | $419.1K | 0.16% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 10,868 | $427.3K | 0.00% | −429−3.8% | Reduced |
| Amalgamated Bank | 11,065 | $435.0K | 0.00% | −2,131−16.1% | Reduced |
| Icon Wealth Advisors, LLC | 11,088 | $436.0K | 0.03% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 11,630 | $457.0K | 0.00% | 00.0% | Unchanged |
| Yousif Capital Management, LLC | 12,147 | $477.6K | 0.01% | −25−0.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 13,043 | $512.9K | 0.00% | 00.0% | Unchanged |
| LPL Financial LLC | 13,180 | $518.2K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 13,602 | $534.8K | 0.00% | +13,602 | New |
| Precedent Wealth Partners, LLC | 13,717 | $539.4K | 0.09% | −1,621−10.6% | Reduced |