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
Q2 		$2.56M Buy
52,583
+7,531
+17% +$317K ﹤0.01% 1893
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 $153B AUM 38.14% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Creative Planning's FSBC Position: Q2 2026 in Review

Creative Planning increased its Five Star Bancorp (FSBC) stake by 17% in Q2 2026, buying an estimated $317K and bringing the position to 52,583 shares worth $2.56M. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

Creative Planning first reported a position in FSBC in Q4 2024 and has held it in 6 quarters since. 168 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

  • Creative Planning held 52,583 shares of Five Star Bancorp worth $2.56M as of Q2 2026.
  • Creative Planning bought 7,531 Five Star Bancorp shares in Q2 2026, an estimated $317K.
  • Five Star Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1893 holding.
  • Creative Planning first reported a position in Five Star Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 168 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.