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Stellar Bancorp Ord shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

All positions including Stellar Bancorp Ord held by Financial Synergies 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 Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 66k 30.34
2025-06-30 $1.8M 66k 27.98

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Financial Synergies Wealth Advisors

Top funds holding Stellar Bancorp Ord

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
North Reef Capital Management
Luther King Capital Management Corporation
Millennium Management
William Blair Investment Management
Geode Capital Management
Northern Trust
American Century Companies
Bank of New York Mellon
Charles Schwab Investment Management
Bridgeway Capital Management
Morgan Stanley

View all funds holding Stellar Bancorp Ord