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 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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

DAM

Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

IFP Advisors's FSBC Position: Q1 2026 in Review

IFP Advisors held its Five Star Bancorp (FSBC) position steady in Q1 2026 at 57 shares worth $2.15K. The position accounts for ﹤0.01% of the portfolio, ranked #3933.

IFP Advisors first reported a position in FSBC in Q4 2024 and has held it in 6 quarters since. 132 funds tracked by Wall St. Rank hold FSBC as of Q1 2026.

IFP Advisors held 57 shares of Five Star Bancorp worth $2.15K as of Q1 2026.
IFP Advisors left its Five Star Bancorp share count unchanged in Q1 2026.
Five Star Bancorp made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #3933 holding.
IFP Advisors first reported a position in Five Star Bancorp in Q4 2024 and has held it in 6 quarters since.
132 funds tracked by Wall St. Rank held Five Star Bancorp as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.