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Steward Partners Investment Advisory’s Timberland Bancorp TSBK Stock Holding History

Steward Partners Investment Advisory’s Portfolio TSBK Stock Details TSBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.5K Hold
770
– – ﹤0.01% 3153
2026
Q1 		$30.4K Hold
770
– – ﹤0.01% 3038
2025
Q4 		$27.6K Hold
770
– – ﹤0.01% 2995
2025
Q3 		$25.6K Hold
770
– – ﹤0.01% 2967
2025
Q2 		$24K Hold
770
– – ﹤0.01% 2833
2025
Q1 		$23.2K Buy
+770
New +$23.2K ﹤0.01% 2739

Other funds holding TSBK

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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.95B AUM 11.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
KJWM
Kiley Juergens Wealth Management Olympia, Washington $639M AUM 31.14% 1-Year Est. Return

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

Steward Partners Investment Advisory held its Timberland Bancorp (TSBK) position steady in Q2 2026 at 770 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3153.

Steward Partners Investment Advisory first reported a position in TSBK in Q1 2025 and has held it in 6 quarters since. 78 funds tracked by Wall St. Rank hold TSBK as of Q2 2026.

  • Steward Partners Investment Advisory held 770 shares of Timberland Bancorp worth $34.5K as of Q2 2026.
  • Steward Partners Investment Advisory left its Timberland Bancorp share count unchanged in Q2 2026.
  • Timberland Bancorp made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3153 holding.
  • Steward Partners Investment Advisory first reported a position in Timberland Bancorp in Q1 2025 and has held it in 6 quarters since.
  • 78 funds tracked by Wall St. Rank held Timberland Bancorp as of Q2 2026.

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