Filing Research | STEL - STELLAR BANCORP INC Institutional Holdings

Snapshot holdings

38 / 38 loaded

#		Instrument	quantity
1	ABC ARBITRAGE SA	Shares	180.9KSH	$7.1M
2	FOCUS Wealth Advisors, LLC	Shares	151.9KSH	$6.0M
3	Segment Wealth Management, LLC	Shares	80.0KSH	$3.1M
4	Financial Synergies Wealth Advisors, Inc.	Shares	65.8KSH	$2.6M
5	Beaumont Asset Management, L.L.C.	Shares	47.8KSH	$1.9M
6	Clear Trail Advisors, LLC	Shares	46.4KSH	$1.8M
7	Crossmark Global Holdings, Inc.	Shares	23.8KSH	$937.5K
8	Louisiana State Employees Retirement System	Shares	20.1KSH	$790.3K
9	SHEETS SMITH WEALTH MANAGEMENT	Shares	16.5KSH	$647.6K
10	Versant Capital Management, Inc	Shares	14.4KSH	$568.0K
11	PRECEDENT WEALTH PARTNERS, LLC	Shares	13.7KSH	$539.4K
12	Police & Firemen's Retirement System of New Jersey	Shares	13.0KSH	$512.9K
13	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.1KSH	$477.6K
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	10.9KSH	$427.3K
15	Chicago Capital Management, LLC	Shares	11.6KSH	$342.4K
16	Sequoia Financial Advisors, LLC	Shares	8.4KSH	$331.4K
17	Avior Wealth Management, LLC	Shares	6.3KSH	$249.0K
18	HARRELL INVESTMENT PARTNERS, LLC	Shares	6.1KSH	$241.4K
19	GAMMA Investing LLC	Shares	1.9KSH	$73.2K
20	SIGNATUREFD, LLC	Shares	1.6KSH	$61.7K
21	Farther Finance Advisors, LLC	Shares	202SH	$7.9K
22	EverSource Wealth Advisors, LLC	Shares	173SH	$6.8K
23	IFP Advisors, Inc	Shares	48SH	$1.9K
24	FARMERS & MERCHANTS INVESTMENTS INC	Shares	28SH	$1.1K
25	True Wealth Design, LLC	Shares	23SH	$905
26	State of Alaska, Department of Revenue	Shares	17.3KSH	$678
27	FINANCIAL CONSULATE, INC	Shares	16SH	$630
28	Torren Management, LLC	Shares	14SH	$550
29	CoreCap Advisors, LLC	Shares	12SH	$472
30	AMALGAMATED BANK	Shares	11.1KSH	$435
31	JFS WEALTH ADVISORS, LLC	Shares	10SH	$394
32	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	9.8KSH	$386
33	Handelsbanken Fonder AB	Shares	8.4KSH	$330
34	Cedar Mountain Advisors, LLC	Shares	8SH	$315
35	GILPIN WEALTH MANAGEMENT, LLC	Shares	7SH	$276
36	Davis Capital Management	Shares	3SH	$118
37	Fortitude Family Office, LLC	Shares	2SH	$79
38	Wealth Enhancement Trust Services, Inc.	Shares	1SH	$39

Manager changes2026-06-30 vs 2026-03-31

40 / 40 loaded

#		Instrument
1	ABC ARBITRAGE SA added	Shares	+21.0K	+$1.3M	$7.1M
2	FOCUS Wealth Advisors, LLC unchanged	Shares	0	+$411.7K	$6.0M
3	Chicago Capital Management, LLC new	Shares	+11.6K	+$342.4K	$342.4K
4	Sequoia Financial Advisors, LLC new	Shares	+8.4K	+$331.4K	$331.4K
5	Segment Wealth Management, LLC unchanged	Shares	0	+$216.8K	$3.1M
6	Beaumont Asset Management, L.L.C. added	Shares	+2.0K	+$202.8K	$1.9M
7	Financial Synergies Wealth Advisors, Inc. unchanged	Shares	0	+$178.4K	$2.6M
8	Clear Trail Advisors, LLC unchanged	Shares	0	+$125.7K	$1.8M
9	Crossmark Global Holdings, Inc. added	Shares	+1	+$64.6K	$937.5K
10	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+374	+$58.3K	$647.6K
11	Louisiana State Employees Retirement System trimmed	Shares	-200	+$47.1K	$790.3K
12	SIGNATUREFD, LLC added	Shares	+1.1K	+$44.6K	$61.7K
13	Versant Capital Management, Inc unchanged	Shares	0	+$39.1K	$568.0K
14	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	+$35.3K	$512.9K
15	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-25	+$32.0K	$477.6K
16	Avior Wealth Management, LLC unchanged	Shares	0	+$17.2K	$249.0K
17	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-429	+$13.7K	$427.3K
18	GAMMA Investing LLC added	Shares	+125	+$9.6K	$73.2K
19	HARRELL INVESTMENT PARTNERS, LLC trimmed	Shares	-300	+$5.7K	$241.4K
20	Farther Finance Advisors, LLC added	Shares	+37	+$1.9K	$7.9K
21	CoreCap Advisors, LLC new	Shares	+12	+$472	$472
22	JFS WEALTH ADVISORS, LLC new	Shares	+10	+$394	$394
23	Davis Capital Management new	Shares	+3	+$118	$118
24	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+1.5K	+$83	$386
25	Fortitude Family Office, LLC new	Shares	+2	+$79	$79
26	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$76	$1.1K
27	FINANCIAL CONSULATE, INC unchanged	Shares	0	+$44	$630
28	Wealth Enhancement Trust Services, Inc. new	Shares	+1	+$39	$39
29	Torren Management, LLC unchanged	Shares	0	+$37	$550
30	Cedar Mountain Advisors, LLC unchanged	Shares	0	+$22	$315
31	Handelsbanken Fonder AB unchanged	Shares	0	+$22	$330
32	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$19	$276
33	AMALGAMATED BANK trimmed	Shares	-2.1K	-$48	$435
34	State of Alaska, Department of Revenue trimmed	Shares	-7.4K	-$226	$678
35	IFP Advisors, Inc trimmed	Shares	-40	-$1.3K	$1.9K
36	True Wealth Design, LLC trimmed	Shares	-126	-$4.5K	$905
37	Sound Income Strategies, LLC exited	Shares	-130	-$4.8K	$0
38	PRECEDENT WEALTH PARTNERS, LLC trimmed	Shares	-1.6K	-$22.2K	$539.4K
39	EverSource Wealth Advisors, LLC trimmed	Shares	-632	-$22.7K	$6.8K
40	Carlton Hofferkamp & Jenks Wealth Management, LLC exited	Shares	-48.4K	-$1.8M	$0