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Steward Partners Investment Advisory’s FS Bancorp FSBW Stock Holding History

Steward Partners Investment Advisory’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 		$434 Hold
10
– – ﹤0.01% 4472
2026
Q1 		$386 Hold
10
– – ﹤0.01% 4281
2025
Q4 		$412 Hold
10
– – ﹤0.01% 4161
2025
Q3 		$399 Hold
10
– – ﹤0.01% 4141
2025
Q2 		$394 Hold
10
– – ﹤0.01% 3980
2025
Q1 		$380 Hold
10
– – ﹤0.01% 3881
2024
Q4 		$411 Hold
10
– – ﹤0.01% 3862
2024
Q3 		$445 Hold
10
– – ﹤0.01% 3608
2024
Q2 		$365 Buy
+10
New +$328 ﹤0.01% 3501

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

Steward Partners Investment Advisory's FSBW Position: Q2 2026 in Review

Steward Partners Investment Advisory held its FS Bancorp (FSBW) position steady in Q2 2026 at 10 shares worth $434. The position accounts for ﹤0.01% of the portfolio, ranked #4472.

Steward Partners Investment Advisory first reported a position in FSBW in Q2 2024 and has held it in 9 quarters since. The position peaked at $445 in Q3 2024. 109 funds tracked by Wall St. Rank hold FSBW as of Q2 2026.

  • Steward Partners Investment Advisory held 10 shares of FS Bancorp worth $434 as of Q2 2026.
  • Steward Partners Investment Advisory left its FS Bancorp share count unchanged in Q2 2026.
  • FS Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4472 holding.
  • Steward Partners Investment Advisory first reported a position in FS Bancorp in Q2 2024 and has held it in 9 quarters since.
  • Steward Partners Investment Advisory's FS Bancorp position peaked at $445 in Q3 2024.
  • 109 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.