Position in FSBC
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$275,536
New position
Shares Held
5,659
first reported quarter
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#102
of 165 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Quotient Wealth Partners, LLC holds $3,125,605 across 9 Banks - Regional names. FSBC ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,698 | $664,301 | |
| 2 | USB |
US Bancorp De
|
10,577 | $638,850 | |
| 3 | TFC |
Truist Financial Corp
|
7,317 | $364,532 | |
| 4 | MTB |
M&T Bank Corp
|
1,483 | $352,968 | |
| 5 | HTB |
HomeTrust Bancshares, Inc.
|
5,548 | $276,789 | |
| 6 | FSBC |
Five Star Bancorp
This page
|
5,659 | $275,536 | |
| 7 | FITB |
Fifth Third Bancorp
|
4,603 | $259,471 | |
| 8 | SHBI |
Shore Bancshares Inc
|
9,778 | $224,405 |
All Filings in FSBC
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,536 | 5,659 | Shares | Sole | 2026-08-03 | |
| No filing history on record for this holder in this stock. | ||||||