LPL Financial
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LPL Financial’s Five Star Bancorp FSBC Stock Holding History

LPL Financial’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 		$276K Sell
5,661
-150
-3% -$6.32K ﹤0.01% 5515
2026
Q1 		$219K Sell
5,811
-400
-6% -$15.4K ﹤0.01% 5434
2025
Q4 		$222K Sell
6,211
-600
-9% -$20.8K ﹤0.01% 5386
2025
Q3 		$219K Buy
+6,811
New +$214K ﹤0.01% 5286
2024
Q3 		– Sell
-14,739
Closed -$349K – 5218
2024
Q2 		$349K Sell
14,739
-1,275
-8% -$28.6K ﹤0.01% 4150
2024
Q1 		$360K Buy
16,014
+75
+0.5% +$1.8K ﹤0.01% 4056
2023
Q4 		$417K Buy
+15,939
New +$350K ﹤0.01% 3801

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

LPL Financial's FSBC Position: Q2 2026 in Review

LPL Financial reduced its Five Star Bancorp (FSBC) stake by 2.6% in Q2 2026, selling an estimated $6.32K and leaving 5,661 shares worth $276K. The position accounts for ﹤0.01% of the portfolio, ranked #5515.

LPL Financial first reported a position in FSBC in Q4 2023 and has held it in 7 quarters since. The position peaked at $417K in Q4 2023. 167 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

  • LPL Financial held 5,661 shares of Five Star Bancorp worth $276K as of Q2 2026.
  • LPL Financial sold 150 Five Star Bancorp shares in Q2 2026, an estimated $6.32K.
  • Five Star Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5515 holding.
  • LPL Financial first reported a position in Five Star Bancorp in Q4 2023 and has held it in 7 quarters since.
  • LPL Financial's Five Star Bancorp position peaked at $417K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.