Bragg Financial Advisors’s Five Star Bancorp FSBC Stock Holding History

Bragg Financial Advisors’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 Q2	$6.67M	Buy	137,061 +522	+0.4%	+$22K	0.18%	128
2026 Q1	$5.15M	Buy	136,539 +33,538	+33%	+$1.29M	0.16%	133
2025 Q4	$3.69M	Buy	103,001 +1,188	+1%	+$41.2K	0.12%	150
2025 Q3	$3.28M	Buy	101,813 +790	+0.8%	+$24.8K	0.11%	155
2025 Q2	$2.88M	Buy	101,023 +29,849	+42%	+$820K	0.1%	161
2025 Q1	$1.98M	Buy	71,174 +45,837	+181%	+$1.37M	0.08%	171
2024 Q4	$762K	Buy	+25,337	New	+$794K	0.03%	224

Other funds holding FSBC

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bragg Financial Advisors's FSBC Position: Q2 2026 in Review

Bragg Financial Advisors increased its Five Star Bancorp (FSBC) stake by 0.38% in Q2 2026, buying an estimated $22K and bringing the position to 137,061 shares worth $6.67M. The position accounts for 0.18% of the portfolio, ranked #128.

Bragg Financial Advisors first reported a position in FSBC in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

Bragg Financial Advisors held 137,061 shares of Five Star Bancorp worth $6.67M as of Q2 2026.
Bragg Financial Advisors bought 522 Five Star Bancorp shares in Q2 2026, an estimated $22K.
Five Star Bancorp made up 0.18% of Bragg Financial Advisors's portfolio in Q2 2026, its #128 holding.
Bragg Financial Advisors first reported a position in Five Star Bancorp in Q4 2024 and has held it in 7 quarters since.
167 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on Bragg Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.