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Creative Planning FSBC Position History
Five Star Bancorp
Quarters held
8
Latest value
$2.4M
Q3 2026
Peak value
$2.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $816K |
| Q3 2025 | $10K |
| Q4 2025 | $1.4M |
| Q1 2026 | $1.7M |
| Q2 2026 | $18K |
| Q2 2026 | $2.5M |
| Q3 2026 | $15K |
| Q3 2026 | $2.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.4M | 57.6K | — | — |
| Q3 2026 | $15K | 363 | — | — |
| Q2 2026 | $2.5M | 52.2K | — | — |
| Q2 2026 | $18K | 363 | — | — |
| Q1 2026 | $1.7M | 45.1K | — | — |
| Q4 2025 | $1.4M | 39.2K | — | — |
| Q3 2025 | $10K | 312 | — | — |
| Q3 2025 | $816K | 25.3K | — | — |
Other funds holding FSBC
$28.2M
$25.3M
$24.4M
$23.3M
$17.8M
$17.8M