STEL Stellar Bancorp Inc.

Ownership history in ACADEMY CAPITAL MANAGEMENT  ·  13 quarters on record

AI Ownership Summary

ACADEMY CAPITAL MANAGEMENT reported Stellar Bancorp Inc. (STEL) in 13 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.22% in 2023 Q4. The latest visible filing shows STEL at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this STEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ACADEMY CAPITAL MANAGEMENT's position in Stellar Bancorp Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

STEL was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ACADEMY CAPITAL MANAGEMENT held STEL — position size vs. price
% of Fund (quarterly)    STEL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 34,720 0% 0.14% $1.1M 2026-02-14 (Est.) $38.33
2025 Q3 REDUCED 34,720 -2,221 -6.0% 0.15% $1.1M 2025-12-12 $32.13
2025 Q2 UNCHANGED 36,941 0% 0.15% $1.0M 2025-08-01 $28.19
2025 Q1 REDUCED 36,941 -630 -1.7% 0.18% $1.0M 2025-05-14 $26.70
2024 Q4 UNCHANGED 37,571 0% 0.17% $1.1M 2025-02-06 $29.09
2024 Q3 UNCHANGED 37,571 0% 0.17% $973K 2024-10-17 $26.46
2024 Q2 UNCHANGED 37,571 0% 0.16% $863K 2024-07-30 $26.58
2024 Q1 REDUCED 37,571 -675 -1.8% 0.17% $915K 2024-05-13 $21.83
2023 Q4 UNCHANGED 38,246 0% 0.22% $1.1M 2024-02-13 $22.95
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ACADEMY CAPITAL MANAGEMENT and STEL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ACADEMY CAPITAL MANAGEMENT reported owning STEL?

ACADEMY CAPITAL MANAGEMENT reported STEL across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported STEL position in ACADEMY CAPITAL MANAGEMENT's portfolio?

The largest reported portfolio weight for STEL was 0.22% in 2023 Q4.

What is the latest reported STEL position on this page?

The most recent filing on this page is 2025 Q4, when ACADEMY CAPITAL MANAGEMENT reported 34,720 shares, equal to 0.14% of portfolio, with an estimated market value of $1.1M.

What does the chart on this STEL ownership page compare?

The chart compares ACADEMY CAPITAL MANAGEMENT's quarterly STEL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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