Institutional Ownership Five Star Bancorp (FSBC)
This table provides information about the institutional ownership of Five Star Bancorp (FSBC). We have compiled data on the 111 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $370 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
58
shares
|
$1,728
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
51
shares
|
$1,519
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
42
shares
|
$1,251
0.0% of portfolio
|
Q2 2025
Added 1300.0%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
30
shares
|
$894
0.0% of portfolio
|
Q2 2025
Added 30.43%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
20
shares
|
$596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
19
shares
|
$566
0.0% of portfolio
|
Q2 2023
Added 280.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
19
shares
|
$566
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
15
shares
|
$447
0.0% of portfolio
|
Q4 2024
Added 200.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11
shares
|
$327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
6
shares
|
$178
0.0% of portfolio
|
Q2 2025
Reduced 53.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|