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Stellar Bancorp Ord shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Stellar Bancorp Ord (STEL) shares owned by Beacon Pointe Advisors from 13F filings

Historical chart of Beacon Pointe Advisors investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

All positions including Stellar Bancorp Ord held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stellar Bancorp Ord by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $998k 36k 27.84
2023-09-30 $765k 36k 21.32
2023-06-30 $822k 36k 22.89
2023-03-31 $1.2M 49k 24.61
2022-12-31 $1.4M 49k 29.46

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Top funds holding Stellar Bancorp Ord

Vanguard Group
Dimensional Fund Advisors
Luther King Capital Management Corporation
William Blair Investment Management
Kennedy Capital Management
Wellington Management Company
Bank of New York Mellon
Charles Schwab Investment Management
HighTower Advisors
Branch Banking & Trust Company
FJ Capital Management
Principal Financial Group
Carlton, Hoffferkamp & Jenks Wealth Management
Mercer Global Advisors
FOCUS Wealth Advisors

View all funds holding Stellar Bancorp Ord