EWA
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EverSource Wealth Advisors’s Five Star Bancorp FSBC Stock Holding History

EverSource Wealth Advisors’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 		$41.5K Buy
853
+790
+1,254% +$33.3K ﹤0.01% 1893
2026
Q1 		$2.38K Buy
63
+12
+24% +$461 ﹤0.01% 3585
2025
Q4 		$1.82K Buy
51
+3
+6% +$104 ﹤0.01% 3535
2025
Q3 		$1.55K Buy
48
+26
+118% +$817 ﹤0.01% 3608
2025
Q2 		$628 Buy
+22
New +$605 ﹤0.01% 3844
2025
Q1 		– Sell
-5
Closed -$150 – 4088
2024
Q4 		$150 Buy
+5
New +$157 ﹤0.01% 3486

Other funds holding FSBC

TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $416M AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

EverSource Wealth Advisors's FSBC Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Five Star Bancorp (FSBC) stake by 1,254% in Q2 2026, buying an estimated $33.3K and bringing the position to 853 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1893.

EverSource Wealth Advisors first reported a position in FSBC in Q4 2024 and has held it in 6 quarters since. 40 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

  • EverSource Wealth Advisors held 853 shares of Five Star Bancorp worth $41.5K as of Q2 2026.
  • EverSource Wealth Advisors bought 790 Five Star Bancorp shares in Q2 2026, an estimated $33.3K.
  • Five Star Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1893 holding.
  • EverSource Wealth Advisors first reported a position in Five Star Bancorp in Q4 2024 and has held it in 6 quarters since.
  • 40 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.