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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

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