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Stellar Bancorp Ord shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stellar Bancorp Ord by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $911k 33k 27.84
2023-09-30 $710k 33k 21.32
2023-06-30 $762k 33k 22.89
2023-03-31 $819k 33k 24.61
2022-12-31 $980k 33k 29.46

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View all positions for SFMG Wealth Advisors

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