TA
FDSB

TruWealth Advisors’s Fifth District Bancorp FDSB Stock Holding History

TruWealth Advisors’s Portfolio FDSB Stock Details FDSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$559K Buy
37,741
+2,742
+8% +$41K 0.03% 115
2025
Q4 		$525K Hold
34,999
– – 0.03% 119
2025
Q3 		$484K Buy
+34,999
New +$469K 0.02% 124

Other funds holding FDSB

AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MP
Mangrove Partners Greenwich, Connecticut $1.24B AUM 41.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
SV
Stilwell Value New York $167M AUM 3.79% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACP
Arcus Capital Partners Atlanta, Georgia $278M AUM 14.53% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TruWealth Advisors's FDSB Position: Q1 2026 in Review

TruWealth Advisors increased its Fifth District Bancorp (FDSB) stake by 7.8% in Q1 2026, buying an estimated $41K and bringing the position to 37,741 shares worth $559K. The position accounts for 0.03% of the portfolio, ranked #115.

TruWealth Advisors first reported a position in FDSB in Q3 2025 and has held it in 3 quarters since. 23 funds tracked by Wall St. Rank hold FDSB as of Q1 2026.

  • TruWealth Advisors held 37,741 shares of Fifth District Bancorp worth $559K as of Q1 2026.
  • TruWealth Advisors bought 2,742 Fifth District Bancorp shares in Q1 2026, an estimated $41K.
  • Fifth District Bancorp made up 0.03% of TruWealth Advisors's portfolio in Q1 2026, its #115 holding.
  • TruWealth Advisors first reported a position in Fifth District Bancorp in Q3 2025 and has held it in 3 quarters since.
  • 23 funds tracked by Wall St. Rank held Fifth District Bancorp as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.