EWA
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EverSource Wealth Advisors’s FS Bancorp FSBW Stock Holding History

EverSource Wealth Advisors’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 		$1.82K Sell
42
-272
-87% -$11.2K ﹤0.01% 3759
2026
Q1 		$12.1K Buy
314
+1
+0.3% +$41 ﹤0.01% 2811
2025
Q4 		$12.9K Buy
313
+6
+2% +$241 ﹤0.01% 2670
2025
Q3 		$12.3K Buy
307
+17
+6% +$698 ﹤0.01% 2701
2025
Q2 		$11.4K Buy
290
+287
+9,567% +$11.1K ﹤0.01% 2723
2025
Q1 		$114 Sell
3
-3
-50% -$117 ﹤0.01% 3812
2024
Q4 		$246 Buy
+6
New +$268 ﹤0.01% 3388

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

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

EverSource Wealth Advisors reduced its FS Bancorp (FSBW) stake by 87% in Q2 2026, selling an estimated $11.2K and leaving 42 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #3759.

EverSource Wealth Advisors first reported a position in FSBW in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9K in Q4 2025. 109 funds tracked by Wall St. Rank hold FSBW as of Q2 2026.

  • EverSource Wealth Advisors held 42 shares of FS Bancorp worth $1.82K as of Q2 2026.
  • EverSource Wealth Advisors sold 272 FS Bancorp shares in Q2 2026, an estimated $11.2K.
  • FS Bancorp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3759 holding.
  • EverSource Wealth Advisors first reported a position in FS Bancorp in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's FS Bancorp position peaked at $12.9K in Q4 2025.
  • 109 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2026.

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