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Five Star Bancorp shares owned by UMA Financial Services

Quarter-by-quarter ownership of Five Star Bancorp (FSBC) shares owned by UMA Financial Services from 13F filings

Historical chart of UMA Financial Services investment in Five Star Bancorp

Tip: Access up to 7 years of quarterly data

All positions including Five Star Bancorp held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Five Star Bancorp by UMA Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $966 30 32.20
2025-06-30 $857 30 28.57
2025-03-31 $640 23 27.83

More positions owned by UMA Financial Services

Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Apple (AAPL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Core Msci Emkt (IEMG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)

View all positions for UMA Financial Services

Top funds holding Five Star Bancorp

T. Rowe Price Investment Management
Davis Asset Management
BlackRock
Vanguard Group
Captrust Financial Advisors
Franklin Resources
Geode Capital Management
State Street Corporation
Kennedy Capital Management
American Century Companies
Invesco
Adage Capital Partners GP
Sandler O'Neill Asset Management
Dimensional Fund Advisors
Pacific Ridge Capital Partners

View all funds holding Five Star Bancorp