RFP
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
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

Other funds holding FSBW

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $916M AUM 54.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
TG
TCW Group Los Angeles, California $14.9B AUM 46.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Root Financial Partners sold out of FS Bancorp (FSBW) in Q2 2026, closing a stake of 1,240 shares — an estimated $47.9K sold.

Root Financial Partners first reported a position in FSBW in Q3 2025 and held it in 3 quarters. The position peaked at $51K in Q4 2025. 108 funds tracked by Wall St. Rank hold FSBW as of Q2 2026.

  • Root Financial Partners reported no remaining FS Bancorp position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 1,240 FS Bancorp shares in Q2 2026, an estimated $47.9K.
  • Root Financial Partners first reported a position in FS Bancorp in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's FS Bancorp position peaked at $51K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2026.

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