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Cornerstone Planning Group’s FS Bancorp FSBW Stock Holding History

Cornerstone Planning Group’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 		$567 Sell
13
-1
-7% -$41 ﹤0.01% 1658
2026
Q1 		$533 Buy
14
+1
+8% +$41 ﹤0.01% 1628
2025
Q4 		$515 Hold
13
– – ﹤0.01% 1505
2025
Q3 		$499 Hold
13
– – ﹤0.01% 1483
2025
Q2 		$508 Hold
13
– – ﹤0.01% 1296
2025
Q1 		$514 Buy
+13
New +$509 ﹤0.01% 1296

Other funds holding FSBW

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
SV
Stilwell Value New York $174M AUM 15.49% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DSC
Daytona Street Capital Saint Louis, Missouri $137M AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.6B AUM 24.87% 1-Year Est. Return

Cornerstone Planning Group's FSBW Position: Q2 2026 in Review

Cornerstone Planning Group reduced its FS Bancorp (FSBW) stake by 7.1% in Q2 2026, selling an estimated $41 and leaving 13 shares worth $567. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Cornerstone Planning Group first reported a position in FSBW in Q1 2025 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold FSBW as of Q2 2026.

  • Cornerstone Planning Group held 13 shares of FS Bancorp worth $567 as of Q2 2026.
  • Cornerstone Planning Group sold 1 FS Bancorp share in Q2 2026, an estimated $41.
  • FS Bancorp made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1658 holding.
  • Cornerstone Planning Group first reported a position in FS Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.