STEL — STELLAR BANCORP INC

Ownership history in SHEETS SMITH WEALTH MANAGEMENT  ·  14 quarters on record

AI Ownership Summary

SHEETS SMITH WEALTH MANAGEMENT reported STELLAR BANCORP INC (STEL) in 14 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.07% in 2026 Q1. The latest visible filing shows STEL at 0.07% 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 SHEETS SMITH WEALTH 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
2026 Q1

STEL was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.07% in 2026 Q1

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 2026 Q1

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.

STEL stock page SHEETS SMITH WEALTH MANAGEMENT fund profile SHEETS SMITH WEALTH MANAGEMENT full holdings
How SHEETS SMITH WEALTH MANAGEMENT held STEL — position size vs. price
% of Fund (quarterly)    STEL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 16,096 +11 +0.1% 0.07% $589K 2026-04-16 $37.47
2025 Q4 ADDED 16,085 +14 +0.1% 0.05% $498K 2026-01-20 $31.74
2025 Q3 ADDED 16,071 +252 +1.6% 0.06% $488K 2025-10-16 $28.43
2025 Q2 ADDED 15,819 +328 +2.1% 0.05% $443K 2025-07-15 $29.86
2025 Q1 ADDED 15,491 +663 +4.5% 0.05% $428K 2025-04-23 $26.15
2024 Q4 ADDED 14,828 +507 +3.5% 0.05% $420K 2025-01-17 $27.54
2024 Q3 ADDED 14,321 +75 +0.5% 0.05% $371K 2024-11-01 $25.93
2024 Q2 ADDED 14,246 +11 +0.1% 0.04% $327K 2024-07-30 $26.58
2024 Q1 REDUCED 14,235 -1,187 -7.7% 0.04% $347K 2024-05-08 $21.95
2023 Q4 ADDED 15,422 +730 +5.0% 0.06% $429K 2024-02-06 $23.07
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding STEL

As of 2026 Q1 — sorted by position size

FOCUS Wealth Advisors, LLC 3Y 2.72% Clear Trail Advisors, LLC 0.28% Segment Wealth Management, LLC 3Y 7Y 0.17% PRECEDENT WEALTH PARTNERS, LLC 0.11% Inscription Capital, LLC 3Y 0.11% Versant Capital Management, Inc 3Y 7Y 0.05% U.S. Capital Wealth Advisors, LLC 3Y 0.02% Louisiana State Employees Retirement System 3Y 7Y 0.01% State of Alaska, Department of Revenue 3Y 7Y 0.01% Avior Wealth Management, LLC 3Y 7Y 0.01%

FAQ About SHEETS SMITH WEALTH 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 SHEETS SMITH WEALTH MANAGEMENT reported owning STEL?

SHEETS SMITH WEALTH MANAGEMENT reported STEL across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported STEL position in SHEETS SMITH WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for STEL was 0.07% in 2026 Q1.

What is the latest reported STEL position on this page?

The most recent filing on this page is 2026 Q1, when SHEETS SMITH WEALTH MANAGEMENT reported 16,096 shares, equal to 0.07% of portfolio, with an estimated market value of $589K.

What does the chart on this STEL ownership page compare?

The chart compares SHEETS SMITH WEALTH 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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