North Reef Capital Management LP

Holdings History for Stellar Bancorp, Inc. - Common Stock, par value, $0.01 per share (STEL)

Symbol: STEL on NYSE
Investment type: Equity / Common Stock, par value, $0.01 per share
Latest Disclosed Shares Owned: 2,875,245 shares
Security Ownership %: 5.6%

Shares, Excluding Options vs Price

Value, Excluding Options

North Reef Capital Management LP ownership in Stellar Bancorp, Inc. Common Stock, par value, $0.01 per share (STEL)

17 Feb 2026 - North Reef Capital Management LP has filed an SCHEDULE 13G form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,875,245 shares of Stellar Bancorp, Inc. Common Stock, par value, $0.01 per share (STEL). This represents 5.6% ownership of the company. This is the first filing by North Reef Capital Management LP disclosing ownership of Stellar Bancorp, Inc. Common Stock, par value, $0.01 per share (STEL).

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
North Reef Capital Management LP	5.6%		$88,960,080	2,875,245			$30.94	13G	31 Dec 2025	17 Feb 2026, 14:00

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	3.6%	+1.3%	$88,960,080	2,875,245	+1,045,308	+57%	$30.94	Q4 2025
30 Sep 2025	2.6%	+0.41%	$55,520,289	1,829,937	+289,937	+19%	$30.34	Q3 2025
30 Jun 2025	1.9%	+1.9%	$43,089,200	1,540,000	+1,520,000	+7600%	$27.98	Q2 2025
31 Mar 2025	0.02%	+0.02%	$553,200	20,000	+20,000	NEW	$27.66	Q1 2025

* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.