Beese Fulmer Investment Management’s FS Bancorp FSBW Stock Holding History

Beese Fulmer Investment Management’s Portfolio FSBW Stock Details FSBW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$313K	Hold	8,100	–	–	0.02%	300
2025 Q4	$333K	Sell	8,100 -5,470	-40%	-$220K	0.02%	265
2025 Q3	$542K	Sell	13,570 -820	-6%	-$33.7K	0.04%	178
2025 Q2	$567K	Hold	14,390	–	–	0.04%	165
2025 Q1	$547K	Hold	14,390	–	–	0.05%	145
2024 Q4	$591K	Hold	14,390	–	–	0.05%	141
2024 Q3	$640K	Hold	14,390	–	–	0.06%	137
2024 Q2	$525K	Sell	14,390 -1,400	-9%	-$45.9K	0.05%	147
2024 Q1	$548K	Hold	15,790	–	–	0.05%	143
2023 Q4	$584K	Sell	15,790 -1,000	-6%	-$31.5K	0.06%	138
2023 Q3	$495K	Hold	16,790	–	–	0.06%	147
2023 Q2	$505K	Hold	16,790	–	–	0.05%	148
2023 Q1	$504K	Hold	16,790	–	–	0.06%	148
2022 Q4	$561K	Hold	16,790	–	–	0.07%	146
2022 Q3	$458K	Hold	16,790	–	–	0.06%	147
2022 Q2	$482K	Hold	16,790	–	–	0.06%	149
2022 Q1	$520K	Hold	16,790	–	–	0.06%	154
2021 Q4	$565K	Hold	16,790	–	–	0.06%	153
2021 Q3	$581K	Hold	16,790	–	–	0.07%	150
2021 Q2	$598K	Buy	16,790 +1,400	+9%	+$48.4K	0.07%	141
2021 Q1	$517K	Hold	15,390	–	–	0.06%	144
2020 Q4	$422K	Buy	15,390 +820	+6%	+$20.7K	0.05%	145
2020 Q3	$299K	Hold	14,570	–	–	0.04%	156
2020 Q2	$281K	Hold	14,570	–	–	0.04%	156
2020 Q1	$262K	Hold	14,570	–	–	0.05%	151
2019 Q4	$465K	Hold	14,570	–	–	0.07%	137
2019 Q3	$382K	Buy	14,570 +3,860	+36%	+$95.5K	0.06%	146
2019 Q2	$278K	Hold	10,710	–	–	0.05%	143
2019 Q1	$270K	Hold	10,710	–	–	0.05%	141
2018 Q4	$230K	Buy	+10,710	New	+$250K	0.05%	148
2017 Q4	–	Sell	-9,966	Closed	-$257K	–	190
2017 Q3	$257K	Hold	9,966	–	–	0.06%	148
2017 Q2	$224K	Buy	+9,966	New	+$213K	0.05%	159

Other funds holding FSBW

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

DLP

De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

PRCP

Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCW Group Los Angeles, California $13.3B AUM 34.44% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beese Fulmer Investment Management's FSBW Position: Q1 2026 in Review

Beese Fulmer Investment Management held its FS Bancorp (FSBW) position steady in Q1 2026 at 8,100 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #300.

Beese Fulmer Investment Management first reported a position in FSBW in Q2 2017 and has held it in 32 quarters since. The position peaked at $640K in Q3 2024. 105 funds tracked by Wall St. Rank hold FSBW as of Q1 2026.

Beese Fulmer Investment Management held 8,100 shares of FS Bancorp worth $313K as of Q1 2026.
Beese Fulmer Investment Management left its FS Bancorp share count unchanged in Q1 2026.
FS Bancorp made up 0.02% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #300 holding.
Beese Fulmer Investment Management first reported a position in FS Bancorp in Q2 2017 and has held it in 32 quarters since.
Beese Fulmer Investment Management's FS Bancorp position peaked at $640K in Q3 2024.
105 funds tracked by Wall St. Rank held FS Bancorp as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.