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Stellar Bancorp Ord shares owned by Symphony Financial

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

Historical chart of Symphony Financial investment in Stellar Bancorp Ord

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All positions including Stellar Bancorp Ord held by Symphony Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stellar Bancorp Ord by Symphony Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 9.5k 24.36
2023-12-31 $245k 9.5k 25.74
2023-06-30 $282k 12k 23.30
2023-03-31 $297k 12k 24.58
2022-12-31 $347k 12k 28.76

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View all positions for Symphony Financial

Top funds holding Stellar Bancorp Ord

Vanguard Group
Dimensional Fund Advisors
Luther King Capital Management Corporation
William Blair Investment Management
Kennedy Capital Management
Wellington Management Company
Bank of New York Mellon
Charles Schwab Investment Management
HighTower Advisors
Branch Banking & Trust Company
FJ Capital Management
Principal Financial Group
Carlton, Hoffferkamp & Jenks Wealth Management
Mercer Global Advisors
FOCUS Wealth Advisors

View all funds holding Stellar Bancorp Ord