Modern Wealth Management’s Five Star Bancorp FSBC Stock Holding History

Modern Wealth Management’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	$213K	Buy	+4,371	New	+$184K	﹤0.01%	1014

Other funds holding FSBC

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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Modern Wealth Management's FSBC Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Five Star Bancorp (FSBC) in Q2 2026: 4,371 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #1014 among its holdings.

167 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

Modern Wealth Management held 4,371 shares of Five Star Bancorp worth $213K as of Q2 2026.
Five Star Bancorp was a new Modern Wealth Management position in Q2 2026.
Five Star Bancorp made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1014 holding.
167 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.