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Planned Solutions’s Five Star Bancorp FSBC Stock Holding History

Planned Solutions’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
2024
Q4 		– Sell
-440
Closed -$13.1K – 296
2024
Q3 		$13.1K Buy
+440
New +$12.3K 0.01% 421

Other funds holding FSBC

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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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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

Planned Solutions's FSBC Position: Q4 2024 in Review

Planned Solutions sold out of Five Star Bancorp (FSBC) in Q4 2024, closing a stake of 440 shares — an estimated $13.1K sold.

Planned Solutions first reported a position in FSBC in Q3 2024 and held it in 1 quarter. The position peaked at $13.1K in Q3 2024. 100 funds tracked by Wall St. Rank hold FSBC as of Q4 2024.

  • Planned Solutions reported no remaining Five Star Bancorp position as of Q4 2024 after selling out during the quarter.
  • Planned Solutions sold 440 Five Star Bancorp shares in Q4 2024, an estimated $13.1K.
  • Planned Solutions first reported a position in Five Star Bancorp in Q3 2024 and held it in 1 quarter.
  • Planned Solutions's Five Star Bancorp position peaked at $13.1K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Five Star Bancorp as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.