Creative Planning
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Creative Planning’s Five Star Bancorp FSBC Stock Holding History

Creative Planning’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
Q1 		$1.7M Buy
45,052
+5,901
+15% +$227K ﹤0.01% 2034
2025
Q4 		$1.4M Buy
39,151
+13,506
+53% +$468K ﹤0.01% 2011
2025
Q3 		$826K Buy
25,645
+8,151
+47% +$256K ﹤0.01% 2300
2025
Q2 		$499K Buy
+17,494
New +$481K ﹤0.01% 2476
2025
Q1 		– Sell
-254
Closed -$7.64K – 3561
2024
Q4 		$7.64K Buy
+254
New +$7.96K ﹤0.01% 3395

Other funds holding FSBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Creative Planning's FSBC Position: Q1 2026 in Review

Creative Planning increased its Five Star Bancorp (FSBC) stake by 15% in Q1 2026, buying an estimated $227K and bringing the position to 45,052 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #2034.

Creative Planning first reported a position in FSBC in Q4 2024 and has held it in 5 quarters since. 132 funds tracked by Wall St. Rank hold FSBC as of Q1 2026.

  • Creative Planning held 45,052 shares of Five Star Bancorp worth $1.7M as of Q1 2026.
  • Creative Planning bought 5,901 Five Star Bancorp shares in Q1 2026, an estimated $227K.
  • Five Star Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2034 holding.
  • Creative Planning first reported a position in Five Star Bancorp in Q4 2024 and has held it in 5 quarters since.
  • 132 funds tracked by Wall St. Rank held Five Star Bancorp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.