Creative Planning
FSBW icon

Creative Planning’s FS Bancorp FSBW Stock Holding History

Creative Planning’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 		$486K Buy
11,201
+48
+0.4% +$1.97K ﹤0.01% 3208
2026
Q1 		$430K Sell
11,153
-128
-1% -$5.2K ﹤0.01% 3145
2025
Q4 		$464K Buy
11,281
+89
+0.8% +$3.57K ﹤0.01% 2910
2025
Q3 		$447K Buy
11,192
+149
+1% +$6.12K ﹤0.01% 2822
2025
Q2 		$435K Buy
11,043
+8
+0.1% +$310 ﹤0.01% 2588
2025
Q1 		$419K Buy
11,035
+27
+0.2% +$1.06K ﹤0.01% 2460
2024
Q4 		$452K Hold
11,008
– – ﹤0.01% 2320
2024
Q3 		$490K Hold
11,008
– – ﹤0.01% 2127
2024
Q2 		$401K Hold
11,008
– – ﹤0.01% 2122
2024
Q1 		$382K Hold
11,008
– – ﹤0.01% 2055
2023
Q4 		$407K Hold
11,008
– – ﹤0.01% 1852
2023
Q3 		$325K Hold
11,008
– – ﹤0.01% 1869
2023
Q2 		$331K Hold
11,008
– – ﹤0.01% 1836
2023
Q1 		$330K Hold
11,008
– – ﹤0.01% 1743
2022
Q4 		$368K Hold
11,008
– – ﹤0.01% 1590
2022
Q3 		$300K Hold
11,008
– – ﹤0.01% 1645
2022
Q2 		$316K Hold
11,008
– – ﹤0.01% 1573
2022
Q1 		$341K Hold
11,008
– – ﹤0.01% 1546
2021
Q4 		$370K Hold
11,008
– – ﹤0.01% 1485
2021
Q3 		$381K Buy
+11,008
New +$378K ﹤0.01% 1449
2021
Q2 		– Sell
-11,008
Closed -$370K – 2251
2021
Q1 		$370K Hold
11,008
– – ﹤0.01% 1645
2020
Q4 		$302K Buy
+11,008
New +$278K ﹤0.01% 1630
2020
Q1 		– Sell
-12,208
Closed -$389K – 1949
2019
Q4 		$389K Hold
12,208
– – ﹤0.01% 1249
2019
Q3 		$320K Hold
12,208
– – ﹤0.01% 1323
2019
Q2 		$317K Hold
12,208
– – ﹤0.01% 1335
2019
Q1 		$308K Sell
12,208
-2,014
-14% -$49.7K ﹤0.01% 1318
2018
Q4 		$305K Buy
+14,222
New +$332K ﹤0.01% 1223

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

Creative Planning's FSBW Position: Q2 2026 in Review

Creative Planning increased its FS Bancorp (FSBW) stake by 0.43% in Q2 2026, buying an estimated $1.97K and bringing the position to 11,201 shares worth $486K. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

Creative Planning first reported a position in FSBW in Q4 2018 and has held it in 27 quarters since. The position peaked at $490K in Q3 2024. 109 funds tracked by Wall St. Rank hold FSBW as of Q2 2026.

  • Creative Planning held 11,201 shares of FS Bancorp worth $486K as of Q2 2026.
  • Creative Planning bought 48 FS Bancorp shares in Q2 2026, an estimated $1.97K.
  • FS Bancorp made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3208 holding.
  • Creative Planning first reported a position in FS Bancorp in Q4 2018 and has held it in 27 quarters since.
  • Creative Planning's FS Bancorp position peaked at $490K in Q3 2024.
  • 109 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2026.

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