Beacon Pointe Advisors’s Fifth District Bancorp FDSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$148K Hold
10,000
﹤0.01% 1759
2025
Q4
$150K Hold
10,000
﹤0.01% 1453
2025
Q3
$138K Sell
10,000
-1,000
-9% -$13.4K ﹤0.01% 1346
2025
Q2
$136K Hold
11,000
﹤0.01% 1208
2025
Q1
$134K Hold
11,000
﹤0.01% 1180
2024
Q4
$139K Buy
+11,000
New +$130K ﹤0.01% 1169

Other funds holding FDSB

Beacon Pointe Advisors's FDSB Position: Q1 2026 in Review

Beacon Pointe Advisors held its Fifth District Bancorp (FDSB) position steady in Q1 2026 at 10,000 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1759.

Beacon Pointe Advisors first reported a position in FDSB in Q4 2024 and has held it in 6 quarters since. The position peaked at $150K in Q4 2025. 23 funds tracked by Wall St. Rank hold FDSB as of Q1 2026.

  • Beacon Pointe Advisors held 10,000 shares of Fifth District Bancorp worth $148K as of Q1 2026.
  • Beacon Pointe Advisors left its Fifth District Bancorp share count unchanged in Q1 2026.
  • Fifth District Bancorp made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1759 holding.
  • Beacon Pointe Advisors first reported a position in Fifth District Bancorp in Q4 2024 and has held it in 6 quarters since.
  • Beacon Pointe Advisors's Fifth District Bancorp position peaked at $150K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Fifth District Bancorp as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.