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Stellar Bancorp Ord shares owned by Precedent Wealth Partners

Quarter-by-quarter ownership of Stellar Bancorp Ord (STEL) shares owned by Precedent Wealth Partners from 13F filings

Historical chart of Precedent Wealth Partners investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

All positions including Stellar Bancorp Ord held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stellar Bancorp Ord by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $390k 16k 24.36
2023-12-31 $445k 16k 27.84

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Ser Tr S&p Divid Etf (SDY)
Wisdomtree Tr Us High Dividend (DHS)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Intermed Term (BIV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)

View all positions for Precedent Wealth Partners

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