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True Wealth Design’s Five Star Bancorp FSBC Stock Holding History

True Wealth Design’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 		$195 Sell
4
-8
-67% -$337 ﹤0.01% 2452
2026
Q1 		$453 Hold
12
– – ﹤0.01% 2090
2025
Q4 		$430 Sell
12
-2
-14% -$69 ﹤0.01% 1999
2025
Q3 		$451 Buy
14
+8
+133% +$251 ﹤0.01% 2044
2025
Q2 		$172 Sell
6
-7
-54% -$192 ﹤0.01% 2115
2025
Q1 		$362 Buy
+13
New +$387 ﹤0.01% 1688

Other funds holding FSBC

PCM
Park Capital Management Madison, Wisconsin $170M AUM 83.62% 1-Year Est. Return
FTWA
Fifth Third Wealth Advisors Cincinnati, Ohio $3.58B AUM 34.55% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

True Wealth Design's FSBC Position: Q2 2026 in Review

True Wealth Design reduced its Five Star Bancorp (FSBC) stake by 67% in Q2 2026, selling an estimated $337 and leaving 4 shares worth $195. The position accounts for ﹤0.01% of the portfolio, ranked #2452.

True Wealth Design first reported a position in FSBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $453 in Q1 2026. 10 funds tracked by Wall St. Rank hold FSBC as of Q2 2026.

  • True Wealth Design held 4 shares of Five Star Bancorp worth $195 as of Q2 2026.
  • True Wealth Design sold 8 Five Star Bancorp shares in Q2 2026, an estimated $337.
  • Five Star Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2452 holding.
  • True Wealth Design first reported a position in Five Star Bancorp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's Five Star Bancorp position peaked at $453 in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Five Star Bancorp as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.