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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
Q3 		$16.9K Hold
400
– – ﹤0.01% 342
2026
Q2 		$19.5K Buy
+400
New +$16.9K ﹤0.01% 305

Other funds holding FSBC

JC
JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
SIM
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EM
ELCO Management New York $213M AUM 25.23% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PWM
Proathlete Wealth Management Boca Raton, Florida $457M AUM 13.68% 1-Year Est. Return

GoalVest Advisory's FSBC Position: Q3 2026 in Review

GoalVest Advisory held its Five Star Bancorp (FSBC) position steady in Q3 2026 at 400 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

GoalVest Advisory first reported a position in FSBC in Q2 2026 and has held it in 2 quarters since. The position peaked at $19.5K in Q2 2026. 20 funds tracked by Wall St. Rank hold FSBC as of Q3 2026.

  • GoalVest Advisory held 400 shares of Five Star Bancorp worth $16.9K as of Q3 2026.
  • GoalVest Advisory left its Five Star Bancorp share count unchanged in Q3 2026.
  • Five Star Bancorp made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #342 holding.
  • GoalVest Advisory first reported a position in Five Star Bancorp in Q2 2026 and has held it in 2 quarters since.
  • GoalVest Advisory's Five Star Bancorp position peaked at $19.5K in Q2 2026.
  • 20 funds tracked by Wall St. Rank held Five Star Bancorp as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.