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Clearstead Advisors’s FS Bancorp FSBW Stock Holding History

Clearstead Advisors’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
Q2 		$434K Sell
10,000
-10,000
-50% -$410K ﹤0.01% 796
2026
Q1 		$772K Buy
+20,000
New +$813K 0.01% 602

Other funds holding FSBW

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Clearstead Advisors's FSBW Position: Q2 2026 in Review

Clearstead Advisors reduced its FS Bancorp (FSBW) stake by 50% in Q2 2026, selling an estimated $410K and leaving 10,000 shares worth $434K. The position accounts for ﹤0.01% of the portfolio, ranked #796.

Clearstead Advisors first reported a position in FSBW in Q1 2026 and has held it in 2 quarters since. The position peaked at $772K in Q1 2026. 109 funds tracked by Wall St. Rank hold FSBW as of Q2 2026.

  • Clearstead Advisors held 10,000 shares of FS Bancorp worth $434K as of Q2 2026.
  • Clearstead Advisors sold 10,000 FS Bancorp shares in Q2 2026, an estimated $410K.
  • FS Bancorp made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #796 holding.
  • Clearstead Advisors first reported a position in FS Bancorp in Q1 2026 and has held it in 2 quarters since.
  • Clearstead Advisors's FS Bancorp position peaked at $772K in Q1 2026.
  • 109 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.