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Stellar Bancorp Ord shares owned by Engrave Wealth Partners

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

Historical chart of Engrave Wealth Partners investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

All positions including Stellar Bancorp Ord held by Engrave 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 Engrave Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $384k 14k 27.84
2023-09-30 $294k 14k 21.32
2023-06-30 $316k 14k 22.89
2023-03-31 $296k 14k 21.46
2022-12-31 $402k 14k 29.12

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View all positions for Engrave Wealth Partners

Top funds holding Stellar Bancorp Ord

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BlackRock
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Luther King Capital Management Corporation
Geode Capital Management
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American Century Companies
Charles Schwab Investment Management
Bank of New York Mellon
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HighTower Advisors

View all funds holding Stellar Bancorp Ord