Position in STEL
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$5,973,730
+$5,973,730 QoQ
Shares Held
151,926
0.0% QoQ
Ownership
0.298%
of shares outstanding
% of Portfolio
10.86%
of 13F equity value
Holder Rank
#41
of 211 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in STEL Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FOCUS Wealth Advisors, LLC holds $6,790,046 across 2 Banks - Regional names. STEL ranks #1 (88.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEL |
Stellar Bancorp, Inc.
This page
|
151,926 | $5,973,730 | |
| 2 | HWC |
Hancock Whitney Corp
|
10,925 | $816,316 |
All Filings in STEL
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,973,730 | 151,926 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | — | 151,926 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | — | 151,926 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | — | 170,896 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | — | 195,888 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | — | 195,888 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | — | 195,888 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | — | 240,411 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | — | 195,888 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | — | 195,888 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | — | 195,888 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | — | 195,888 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | — | 255,411 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | — | 256,411 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | — | 256,411 | Shares | Sole | 2023-01-24 | |
| No filing history on record for this holder in this stock. | ||||||