Monitor for any subsequent filings from Dimensional or other institutional filers for re-entry or conversion to a 13D. The exit of a passive index-oriented manager reduces a stable holder base; watch for any activist or other 13G filings from other investors.
Price Chart
Executive Summary
Dimensional Fund Advisors LP filed an amended Schedule 13G reporting a reduction of its passive stake in Stellar Bancorp, Inc. to 0.0% as of September 30, 2026, effectively exiting the position. This follows a prior 13G filing by Dimensional in July 2026, and the exit signals a loss of passive institutional support.
Key Financial Metrics
Key Facts
- Dimensional Fund Advisors LP filed a Schedule 13G/A on October 8, 2026, reporting a 0.0% beneficial ownership stake in Stellar Bancorp, Inc. as of September 30, 2026.
- Dimensional had previously filed a Schedule 13G on July 14, 2026, indicating a prior passive stake existed, but the exact prior percentage is not provided in the current filing.
- The filing states all securities reported are owned by the Funds advised by Dimensional, and Dimensional disclaims beneficial ownership.
- Dimensional certifies the securities were acquired and held in the ordinary course of business, not for control purposes.
Financial Impact
Dimensional reduced its stake to 0.0% — a complete exit from the position.
Risk Factors
- Loss of a significant passive institutional holder reduces a stable holder base; the exit of a passive index-oriented manager reduces a stable holder base; watch for any activist or other 13G filings from other investors.
- Potential for further institutional selling if other passive managers follow suit.
Investment Themes
Documents Analyzed
This report is based on 3 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| SC 13G/A Filing (Primary) | 0000354204-26-001036 |
| Document: 0000354204-26-001036-index.html | 0000354204-26-001036 |
| Document: 0000354204-26-001036.txt | 0000354204-26-001036 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 8, 2026 18d ago | SC 13G/A | — | awaiting T+20 | — | — |
Jul 13, 2026 15w ago | 15-12G | — | awaiting T+20 | — | — |
Jul 1, 2026 16w ago | 25-NSE | $39.27 | awaiting T+20 | — | — |
Jul 1, 2026 16w ago | 8-K | $39.27 | awaiting T+20 | — | — |
May 20, 2026 22w ago | 425 | $37.41 $38.57 | ▲ +3.10% | ▲ +2.77% | — |
May 20, 2026 22w ago | 8-K | $37.41 $38.57 | ▲ +3.10% | ▲ +2.77% | — |
May 19, 2026 22w ago | DEFA14A | $37.42 $38.43 | ▲ +2.70% | ▲ +1.96% | — |
Apr 29, 2026 25w ago | 425 | $37.32 $37.49 | ▲ +0.46% | ▼ −5.59% | — |
Apr 28, 2026 25w ago | 8-K | $37.32 $37.32 | · 0.00% | ▼ −5.46% | — |
Apr 22, 2026 26w ago | 8-K | $37.70 $36.95 | ▼ −1.99% | ▼ −5.15% | — |
US Market Status
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