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IFP Advisors’s Five Star Bancorp FSBC Stock Holding History

IFP 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 		$2.53K Sell
52
-5
-9% -$211 ﹤0.01% 4129
2026
Q1 		$2.15K Hold
57
– – ﹤0.01% 3933
2025
Q4 		$2.04K Hold
57
– – ﹤0.01% 3828
2025
Q3 		$1.83K Buy
57
+15
+36% +$471 ﹤0.01% 3732
2025
Q2 		$1.2K Buy
42
+39
+1,300% +$1.07K ﹤0.01% 4154
2025
Q1 		$83 Hold
3
– – ﹤0.01% 3906
2024
Q4 		$90 Buy
+3
New +$94 ﹤0.01% 4073

Other funds holding FSBC

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IFP Advisors's FSBC Position: Q2 2026 in Review

IFP Advisors reduced its Five Star Bancorp (FSBC) stake by 8.8% in Q2 2026, selling an estimated $211 and leaving 52 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4129.

IFP Advisors first reported a position in FSBC in Q4 2024 and has held it in 7 quarters since. 167 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

  • IFP Advisors held 52 shares of Five Star Bancorp worth $2.53K as of Q2 2026.
  • IFP Advisors sold 5 Five Star Bancorp shares in Q2 2026, an estimated $211.
  • Five Star Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #4129 holding.
  • IFP Advisors first reported a position in Five Star Bancorp in Q4 2024 and has held it in 7 quarters since.
  • 167 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.