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Van Hulzen Asset Management’s Five Star Bancorp FSBC Stock Holding History

Van Hulzen Asset Management’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
2025
Q1 		– Sell
-4,100
Closed -$123K – 580
2024
Q4 		$123K Buy
+4,100
New +$128K 0.01% 373

Other funds holding FSBC

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DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Van Hulzen Asset Management's FSBC Position: Q1 2025 in Review

Van Hulzen Asset Management sold out of Five Star Bancorp (FSBC) in Q1 2025, closing a stake of 4,100 shares — an estimated $123K sold.

Van Hulzen Asset Management first reported a position in FSBC in Q4 2024 and held it in 1 quarter. The position peaked at $123K in Q4 2024. 104 funds tracked by Wall St. Rank hold FSBC as of Q1 2025.

  • Van Hulzen Asset Management reported no remaining Five Star Bancorp position as of Q1 2025 after selling out during the quarter.
  • Van Hulzen Asset Management sold 4,100 Five Star Bancorp shares in Q1 2025, an estimated $123K.
  • Van Hulzen Asset Management first reported a position in Five Star Bancorp in Q4 2024 and held it in 1 quarter.
  • Van Hulzen Asset Management's Five Star Bancorp position peaked at $123K in Q4 2024.
  • 104 funds tracked by Wall St. Rank held Five Star Bancorp as of Q1 2025.

Based on Van Hulzen Asset Management's 13F filing for Q1 2025, filed 14 May 2025.