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Root Financial Partners’s Five Star Bancorp FSBC Stock Holding History

Root Financial Partners’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 		– Sell
-13
Closed -$490 – 1438
2026
Q1 		$490 Buy
+13
New +$500 ﹤0.01% 2869

Other funds holding FSBC

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SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return
RHCA
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AP
Anchyra Partners Atlanta, Georgia $416M AUM
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
AWM
Able Wealth Management Toms River, New Jersey $436M AUM 18.5% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Root Financial Partners's FSBC Position: Q2 2026 in Review

Root Financial Partners sold out of Five Star Bancorp (FSBC) in Q2 2026, closing a stake of 13 shares — an estimated $490 sold.

Root Financial Partners first reported a position in FSBC in Q1 2026 and held it in 1 quarter. The position peaked at $490 in Q1 2026. 30 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

  • Root Financial Partners reported no remaining Five Star Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 13 Five Star Bancorp shares in Q2 2026, an estimated $490.
  • Root Financial Partners first reported a position in Five Star Bancorp in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Five Star Bancorp position peaked at $490 in Q1 2026.
  • 30 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.