Stellar Bancorp Ord shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Stellar Bancorp Ord (STEL) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Stellar Bancorp Ord
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Quarterly reported holdings in Stellar Bancorp Ord by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 35k | 30.34 |
| 2025-06-30 | $972k | 35k | 27.98 |
| 2025-03-31 | $953k | 34k | 27.66 |
| 2024-12-31 | $967k | 34k | 28.35 |
| 2024-09-30 | $3.0M | 116k | 25.89 |
| 2024-06-30 | $5.9M | 259k | 22.96 |
| 2024-03-31 | $6.3M | 259k | 24.36 |
| 2023-09-30 | $5.5M | 259k | 21.32 |
| 2023-06-30 | $5.9M | 259k | 22.89 |
| 2023-03-31 | $6.4M | 259k | 24.61 |
| 2022-12-31 | $7.6M | 259k | 29.46 |
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