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Stellar Bancorp Ord shares owned by Precedent Wealth Partners

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

Historical chart of Precedent Wealth Partners investment in Stellar Bancorp Ord

Tip: Access up to 7 years of quarterly data

All positions including Stellar Bancorp Ord held by Precedent 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 Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $485k 16k 30.34
2025-06-30 $448k 16k 27.98
2025-03-31 $443k 16k 27.66
2024-12-31 $454k 16k 28.35
2024-09-30 $414k 16k 25.89
2024-06-30 $367k 16k 22.96
2024-03-31 $390k 16k 24.36
2023-12-31 $445k 16k 27.84

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DFEB)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Exchng Traded Fd Vi Ft Vest Us (DJAN)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (DECM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)

View all positions for Precedent Wealth Partners

Top funds holding Stellar Bancorp Ord

BlackRock
Vanguard Group
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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