Essential Partners’s FS Bancorp FSBW Stock Holding History

Essential Partners’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 Q3	$1.69K	Hold	39	–	–	﹤0.01%	1982
2026 Q2	$1.69K	Buy	39 +2	+5%	+$82	﹤0.01%	2045
2026 Q1	$1.43K	Sell	37 -19	-34%	-$772	﹤0.01%	2124
2025 Q4	$2.31K	Sell	56 -14	-20%	-$562	﹤0.01%	1752
2025 Q3	$2.79K	Buy	70 +62	+775%	+$2.55K	﹤0.01%	1671
2025 Q2	$315	Buy	+8	New	+$310	﹤0.01%	1826

Other funds holding FSBW

DSC

Daytona Street Capital Saint Louis, Missouri $141M AUM 14.38% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PWMA

Pension & Wealth Management Advisors Waltham, Massachusetts $441M AUM 9.69% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's FSBW Position: Q3 2026 in Review

Essential Partners held its FS Bancorp (FSBW) position steady in Q3 2026 at 39 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1982.

Essential Partners first reported a position in FSBW in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.79K in Q3 2025. 10 funds tracked by Wall St. Rank hold FSBW as of Q3 2026.

Essential Partners held 39 shares of FS Bancorp worth $1.69K as of Q3 2026.
Essential Partners left its FS Bancorp share count unchanged in Q3 2026.
FS Bancorp made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1982 holding.
Essential Partners first reported a position in FS Bancorp in Q2 2025 and has held it in 6 quarters since.
Essential Partners's FS Bancorp position peaked at $2.79K in Q3 2025.
10 funds tracked by Wall St. Rank held FS Bancorp as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.