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Stellar Bancorp Ord shares owned by Icon Wealth Advisors

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

Historical chart of Icon Wealth Advisors investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

All positions including Stellar Bancorp Ord held by Icon 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 Icon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $342k 13k 25.89
2024-03-31 $384k 16k 24.36
2023-12-31 $439k 16k 27.84
2022-12-31 $540k 18k 29.46

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Top funds holding Stellar Bancorp Ord

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

View all funds holding Stellar Bancorp Ord