U.S. Capital Wealth Advisors, LLC STEL — STELLAR BANCORP INC

Ownership history in U.S. Capital Wealth Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

U.S. Capital Wealth Advisors, LLC reported STELLAR BANCORP INC (STEL) in 7 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows STEL at 0.02% 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.

What this STEL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was U.S. Capital Wealth Advisors, LLC'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 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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 U.S. Capital Wealth Advisors, LLC fund profile U.S. Capital Wealth Advisors, LLC full holdings
How U.S. Capital Wealth Advisors, LLC 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 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 16,304 -2,400 -12.8% 0.02% $597K 2026-04-07 $36.80
2025 Q4 REDUCED — — — 18,704 -600 -3.1% 0.02% $579K 2026-01-23 $32.42
2025 Q3 REDUCED 19.9% +2.6% ❌ 19,304 -4,801 -19.9% 0.02% $586K 2025-10-09 $30.38
2025 Q2 UNCHANGED — — — 24,105 — 0% 0.02% $674K 2025-07-14 $30.70
2025 Q1 ADDED — — — 24,105 +14,503 +151.0% 0.02% $667K 2025-04-29 $24.84
2024 Q4 REDUCED 66.3% -1.9% ✅ 9,602 -18,898 -66.3% 0.01% $272K 2025-01-24 $27.58
2024 Q1 INITIATED — — — 28,500 — — 0.03% $694K 2024-05-10 $21.99

🏢 Other funds also holding STEL

As of 2026 Q1 — sorted by position size

FOCUS Wealth Advisors, LLC 3Y 2.72% Beaumont Asset Management, L.L.C. 3Y 0.75% Carlton Hofferkamp & Jenks Wealth Management, LLC 3Y 7Y 0.61% ALPINE ASSOCIATES MANAGEMENT INC. 3Y 7Y 0.41% Clear Trail Advisors, LLC 0.28% PATRON PARTNERS, LLC 3Y 0.17% Segment Wealth Management, LLC 3Y 7Y 0.17% PRECEDENT WEALTH PARTNERS, LLC 0.11% Inscription Capital, LLC 3Y 0.11% Oxbow Advisors, LLC 3Y 7Y 0.09%

FAQ About U.S. Capital Wealth Advisors, LLC and STEL

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

How long has U.S. Capital Wealth Advisors, LLC reported owning STEL?

U.S. Capital Wealth Advisors, LLC reported STEL across 7 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported STEL position in U.S. Capital Wealth Advisors, LLC's portfolio?

The largest reported portfolio weight for STEL was 0.03% in 2024 Q1.

What is the latest reported STEL position on this page?

The most recent filing on this page is 2026 Q1, when U.S. Capital Wealth Advisors, LLC reported 16,304 shares, equal to 0.02% of portfolio, with an estimated market value of $597K.

What does the chart on this STEL ownership page compare?

The chart compares U.S. Capital Wealth Advisors, LLC'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.

How well did U.S. Capital Wealth Advisors, LLC time their STEL position?

Based on 13F filing dates vs. subsequent STEL price moves, U.S. Capital Wealth Advisors, LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on STEL relative to SPY over the holding period was +17.5%.

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