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
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 $145B AUM 22.78% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
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

LPL Financial's FSBC Position: Q1 2026 in Review

LPL Financial reduced its Five Star Bancorp (FSBC) stake by 6.4% in Q1 2026, selling an estimated $15.4K and leaving 5,811 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #5434.

LPL Financial first reported a position in FSBC in Q4 2023 and has held it in 6 quarters since. The position peaked at $417K in Q4 2023. 132 funds tracked by Wall St. Rank hold FSBC as of Q1 2026.

  • LPL Financial held 5,811 shares of Five Star Bancorp worth $219K as of Q1 2026.
  • LPL Financial sold 400 Five Star Bancorp shares in Q1 2026, an estimated $15.4K.
  • Five Star Bancorp made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5434 holding.
  • LPL Financial first reported a position in Five Star Bancorp in Q4 2023 and has held it in 6 quarters since.
  • LPL Financial's Five Star Bancorp position peaked at $417K in Q4 2023.
  • 132 funds tracked by Wall St. Rank held Five Star Bancorp as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.