Physician Wealth Advisors’s Five Star Bancorp FSBC Stock Holding History

Physician Wealth 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	–	Sell	-30	Closed	-$1.07K	–	2131
2025 Q4	$1.07K	Hold	30	–	–	﹤0.01%	1585
2025 Q3	$966	Hold	30	–	–	﹤0.01%	1603
2025 Q2	$857	Buy	30 +7	+30%	+$192	﹤0.01%	1524
2025 Q1	$640	Buy	+23	New	+$685	﹤0.01%	1315

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

Physician Wealth Advisors's FSBC Position: Q1 2026 in Review

Physician Wealth Advisors sold out of Five Star Bancorp (FSBC) in Q1 2026, closing a stake of 30 shares — an estimated $1.07K sold.

Physician Wealth Advisors first reported a position in FSBC in Q1 2025 and held it in 4 quarters. The position peaked at $1.07K in Q4 2025. 132 funds tracked by Wall St. Rank hold FSBC as of Q1 2026.

Physician Wealth Advisors reported no remaining Five Star Bancorp position as of Q1 2026 after selling out during the quarter.
Physician Wealth Advisors sold 30 Five Star Bancorp shares in Q1 2026, an estimated $1.07K.
Physician Wealth Advisors first reported a position in Five Star Bancorp in Q1 2025 and held it in 4 quarters.
Physician Wealth Advisors's Five Star Bancorp position peaked at $1.07K in Q4 2025.
132 funds tracked by Wall St. Rank held Five Star Bancorp as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.