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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
Q3 		$170 Hold
4
– – ﹤0.01% 2373
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

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

True Wealth Design's FSBC Position: Q3 2026 in Review

True Wealth Design held its Five Star Bancorp (FSBC) position steady in Q3 2026 at 4 shares worth $170. The position accounts for ﹤0.01% of the portfolio, ranked #2373.

True Wealth Design first reported a position in FSBC in Q1 2025 and has held it in 7 quarters since. The position peaked at $453 in Q1 2026. 10 funds tracked by Wall St. Rank hold FSBC as of Q3 2026.

  • True Wealth Design held 4 shares of Five Star Bancorp worth $170 as of Q3 2026.
  • True Wealth Design left its Five Star Bancorp share count unchanged in Q3 2026.
  • Five Star Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2373 holding.
  • True Wealth Design first reported a position in Five Star Bancorp in Q1 2025 and has held it in 7 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 Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.