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Stellar Bancorp Ord shares owned by Foundations Investment Advisors

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

Historical chart of Foundations Investment Advisors investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stellar Bancorp Ord by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $285k 9.2k 30.94
2025-09-30 $279k 9.2k 30.34
2025-06-30 $260k 9.3k 27.98
2025-03-31 $255k 9.2k 27.66

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View all positions for Foundations Investment Advisors

Top funds holding Stellar Bancorp Ord

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

View all funds holding Stellar Bancorp Ord