TWD
FSBW icon

True Wealth Design’s FS Bancorp FSBW Stock Holding History

True Wealth Design’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 		$261 Hold
6
– – ﹤0.01% 2393
2026
Q1 		$232 Hold
6
– – ﹤0.01% 2298
2025
Q4 		$248 Sell
6
-1
-14% -$40 ﹤0.01% 2172
2025
Q3 		$280 Buy
7
+6
+600% +$246 ﹤0.01% 2212
2025
Q2 		$40 Hold
1
– – ﹤0.01% 2424
2025
Q1 		$39 Buy
+1
New +$39 ﹤0.01% 2442

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

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

True Wealth Design held its FS Bancorp (FSBW) position steady in Q2 2026 at 6 shares worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

True Wealth Design first reported a position in FSBW in Q1 2025 and has held it in 6 quarters since. The position peaked at $280 in Q3 2025. 109 funds tracked by Wall St. Rank hold FSBW as of Q2 2026.

  • True Wealth Design held 6 shares of FS Bancorp worth $261 as of Q2 2026.
  • True Wealth Design left its FS Bancorp share count unchanged in Q2 2026.
  • FS Bancorp made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2393 holding.
  • True Wealth Design first reported a position in FS Bancorp in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's FS Bancorp position peaked at $280 in Q3 2025.
  • 109 funds tracked by Wall St. Rank held FS Bancorp as of Q2 2026.

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