Root Financial Partners
FSBW icon

Root Financial Partners’s FS Bancorp FSBW Stock Holding History

Root Financial Partners’s Portfolio FSBW Stock Details FSBW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$53.7K Buy
+1,241
New +$53.8K ﹤0.01% 1046
2026
Q2 		– Sell
-1,240
Closed -$47.9K – 1439
2026
Q1 		$47.9K Buy
1,240
+2
+0.2% +$81 ﹤0.01% 891
2025
Q4 		$51K Hold
1,238
– – ﹤0.01% 705
2025
Q3 		$49.4K Buy
+1,238
New +$50.9K ﹤0.01% 675

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STRS Ohio
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Beese Fulmer Investment Management
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Krilogy Financial
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Agate Pass Investment Management
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Copeland Capital Management
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Citigroup
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Versant Capital Management
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Root Financial Partners's FSBW Position: Q3 2026 in Review

Root Financial Partners opened a new position in FS Bancorp (FSBW) in Q3 2026: 1,241 shares worth $53.7K. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FSBW as recently as Q1 2026.

Root Financial Partners first reported a position in FSBW in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold FSBW as of Q3 2026.

  • Root Financial Partners held 1,241 shares of FS Bancorp worth $53.7K as of Q3 2026.
  • FS Bancorp was a new Root Financial Partners position in Q3 2026.
  • FS Bancorp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1046 holding.
  • Root Financial Partners first reported a position in FS Bancorp in Q3 2025 and has held it in 4 quarters since.
  • 25 funds tracked by Wall St. Rank held FS Bancorp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.