Position in STEL
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$539,352
+$539,352 QoQ
Shares Held
13,717
-10.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#113
of 211 holders
Holding Since
Dec 2023
11 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, 2026PRECEDENT WEALTH PARTNERS, LLC holds $3,184,473 across 3 Banks - Regional names. STEL ranks #2 (16.9% of the industry book) .
All Filings in STEL
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,352 | 13,717 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | — | 15,338 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | — | 15,338 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | — | 16,000 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | — | 16,000 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | — | 16,000 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | — | 16,000 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | — | 16,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | — | 16,000 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | — | 16,000 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | — | 16,000 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||