GoalVest Advisory’s Five Star Bancorp FSBC Stock Holding History

GoalVest Advisory’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	$19.5K	Buy	+400	New	+$16.9K	﹤0.01%	305

Other funds holding FSBC

Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return

Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

GoalVest Advisory's FSBC Position: Q2 2026 in Review

GoalVest Advisory opened a new position in Five Star Bancorp (FSBC) in Q2 2026: 400 shares worth $19.5K. The stake represents ﹤0.01% of the portfolio and ranks #305 among its holdings.

10 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

GoalVest Advisory held 400 shares of Five Star Bancorp worth $19.5K as of Q2 2026.
Five Star Bancorp was a new GoalVest Advisory position in Q2 2026.
Five Star Bancorp made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #305 holding.
10 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.