AssetMark Inc
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AssetMark Inc’s Five Star Bancorp FSBC Stock Holding History

AssetMark Inc’s Portfolio FSBC Stock Details FSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.57K Hold
155
– – ﹤0.01% 2666
2026
Q2 		$7.55K Hold
155
– – ﹤0.01% 2555
2026
Q1 		$5.85K Buy
+155
New +$5.96K ﹤0.01% 2504

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Endeavour Capital Advisors
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Creative Planning
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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
JC
JCSD Capital Walnut Creek, California $122M AUM 5.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.2B AUM 30.02% 1-Year Est. Return

AssetMark Inc's FSBC Position: Q3 2026 in Review

AssetMark Inc held its Five Star Bancorp (FSBC) position steady in Q3 2026 at 155 shares worth $6.57K. The position accounts for ﹤0.01% of the portfolio, ranked #2666.

AssetMark Inc first reported a position in FSBC in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.55K in Q2 2026. 54 funds tracked by Wall St. Rank hold FSBC as of Q3 2026.

  • AssetMark Inc held 155 shares of Five Star Bancorp worth $6.57K as of Q3 2026.
  • AssetMark Inc left its Five Star Bancorp share count unchanged in Q3 2026.
  • Five Star Bancorp made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2666 holding.
  • AssetMark Inc first reported a position in Five Star Bancorp in Q1 2026 and has held it in 3 quarters since.
  • AssetMark Inc's Five Star Bancorp position peaked at $7.55K in Q2 2026.
  • 54 funds tracked by Wall St. Rank held Five Star Bancorp as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.