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Stellar Bancorp: Dimensional reports zero shares

The report attributes dividend and sale-proceeds rights to the advised funds, with no individual fund known to exceed 5% of the class.

(Neutral)

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Stellar Bancorp, Inc. (STEL) is the issuer in an amended ownership report in which Dimensional Fund Advisors listed zero common shares beneficially owned, or 0.0% of the class, as of September 30, 2026. Dimensional also reported zero sole and shared voting power and zero sole and shared dispositive power.

Dimensional stated that the securities are owned by funds it advises or manages and disclaimed beneficial ownership. Those funds have the rights to dividends and sale proceeds; to Dimensional’s knowledge, no individual fund’s interest exceeds 5% of the class.

Beneficially owned shares 0 shares As of September 30, 2026
Percent of class 0.0% As of September 30, 2026
Sole voting power 0 shares As of September 30, 2026
Shared voting power 0 shares As of September 30, 2026
Sole dispositive power 0 shares As of September 30, 2026
Shared dispositive power 0 shares As of September 30, 2026
beneficial owner financial
"may be deemed to be the beneficial owner of the shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
sole voting power financial
"Sole power to vote or to direct the vote"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
shared dispositive power financial
"Shared power to dispose or to direct the disposition"
investment adviser financial
"an investment adviser registered under Section 203"
An investment adviser is a person or firm that professionally manages money and gives recommendations about buying, selling, or holding investments. Like a financial coach or guide, they have a legal duty to act in a client's best financial interest, so their advice, fees and potential conflicts can directly affect returns and risk — making their role important for investors who want informed, accountable help with portfolios.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How many STEL shares did Dimensional Fund Advisors report beneficially owning?

Dimensional Fund Advisors reported beneficial ownership of 0 Stellar Bancorp common shares, equal to 0.0% of the class, as of September 30, 2026. Its note says the securities are held by funds it advises or manages, and Dimensional disclaims beneficial ownership.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Learn about SEC filing dates





858927106

(CUSIP Number)
09/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Dimensional Fund Advisors LP
Signature:Selwyn Notelovitz
Name/Title:Global Chief Compliance Officer
Date:10/08/2026

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