FSBCNasdaqState Commercial BanksFiscal year ends December 31
FIVE STAR BANCORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$42.69−0.29 (-0.67%)
Close on Oct 19, 2026
- Market cap
- $910.96M
- P/E (TTM)
- 12.6
- Dividend yield
- 1.87%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
52.9%
13M of 25M shares
Institutional holders
167
49 new, 10 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
7 buys · 14 sales
Net bought $5.43M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,026,039 | 9.50% | 13G (passive) amendment | Nov 14, 2024 |
| Davis Capital Partners, LLC | 1,511,500 | 7.10% | 13G (passive) amendment | Dec 31, 2024 |
| BlackRock, Inc. | 1,314,844 | 6.20% | 13G (passive) | Sep 30, 2024 |
| Oates-Fairrington Kathryn Ruth | 1,276,330 | 6.00% | 13G (passive) amendment | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of FSBC | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 2,059,362 | 8.39% | $100.27K | +35,872 | 0.07% |
| Davis Asset Management, L.P. | 1,511,500 | 6.16% | $73.59M | – | 1.86% |
| BlackRock, Inc. | 1,331,191 | 5.43% | $64.82M | +139,856 | 0.00% |
| Vanguard Capital Management LLC | 651,095 | 2.65% | $31.70M | −10,232 | 0.00% |
| American Century Companies Inc | 528,934 | 2.16% | $25.75M | +69,619 | 0.01% |
| Geode Capital Management, LLC | 475,523 | 1.94% | $23.16M | +71,113 | 0.00% |
| Captrust Financial Advisors | 467,107 | 1.90% | $22.74M | +127 | 0.03% |
| Franklin Resources Inc | 431,434 | 1.76% | $21.01M | −41,825 | 0.00% |
| Dimensional Fund Advisors LP | 383,908 | 1.56% | $18.69M | +61,970 | 0.00% |
| State Street Corp | 365,823 | 1.49% | $17.81M | +17,516 | 0.00% |
| Invesco Ltd. | 310,244 | 1.26% | $15.11M | +12,918 | 0.00% |
| Adage Capital Partners Gp, L.L.C. | 305,181 | 1.24% | $14.86M | −203,146 | 0.02% |
| Nuveen, LLC | 298,272 | 1.22% | $14.52M | +263,126 | 0.00% |
| Kennedy Capital Management LLC | 292,192 | 1.19% | $14.23M | −85,393 | 0.25% |
| Pacific Ridge Capital Partners, LLC | 172,850 | 0.70% | $8.42M | −3,901 | 1.53% |
| Hotchkis & Wiley Capital Management LLC | 164,330 | 0.67% | $8.00M | −1,900 | 0.02% |
| Northern Trust Corp | 148,575 | 0.61% | $7.23M | +6,754 | 0.00% |
| Brighton Jones LLC | 142,146 | 0.58% | $6.92M | +35 | 0.13% |
| Charles Schwab Investment Management Inc | 137,150 | 0.56% | $6.68M | +2,722 | 0.00% |
| Bragg Financial Advisors, Inc | 137,061 | 0.56% | $6.67M | +522 | 0.18% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 167 | 13M | 52.9% | 49 / 53 | 39 / 10 | 1M | 1M |
| Q1 2026 | 133 | 12M | 50.5% | 21 / 44 | 44 / 9 | 2M | 1M |
| Q4 2025 | 123 | 12M | 50.0% | 16 / 47 | 38 / 10 | 1M | 0M |
| Q3 2025 | 117 | 12M | 48.5% | 13 / 47 | 35 / 10 | 0M | 0M |
| Q2 2025 | 114 | 12M | 48.4% | 21 / 40 | 33 / 9 | 1M | 0M |
| Q1 2025 | 104 | 12M | 48.1% | 18 / 37 | 28 / 11 | 1M | 1M |
| Q4 2024 | 100 | 12M | 47.6% | 19 / 34 | 27 / 7 | 0M | 1M |
| Q3 2024 | 88 | 12M | 47.9% | 9 / 32 | 29 / 4 | 2M | 1M |
| Q2 2024 | 84 | 12M | 47.5% | 10 / 45 | 17 / 17 | 1M | 1M |
| Q1 2024 | 92 | 11M | 44.9% | 22 / 34 | 23 / 3 | 3M | 1M |
| Q4 2023 | 74 | 8M | 34.6% | 8 / 32 | 19 / 3 | 1M | 0M |
| Q3 2023 | 69 | 7M | 29.5% | 2 / 22 | 26 / 3 | 0M | 0M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of FSBC | Value | % of fund | As of |
|---|---|---|---|---|---|
| T. Rowe Price Small-Cap Stock Fund, Inc. | 919,638 | 3.75% | $44.78M | 0.48% | Jun 30, 2026 |
| T. Rowe Price Institutional Small-Cap Stock Fund | 488,904 | 1.99% | $23.80M | 0.47% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 447,074 | 1.82% | $21.77M | 0.03% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 442,446 | 1.80% | $21.54M | 0.00% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 414,301 | 1.69% | $17.50M | 0.06% | May 31, 2026 |
| Invesco Small Cap Value Fund | 290,943 | 1.19% | $13.73M | 0.12% | Jul 31, 2026 |
| Putnam Core Equity Fund | 252,975 | 1.03% | $11.94M | 0.19% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 194,122 | 0.79% | $9.45M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 170,927 | 0.70% | $8.07M | 0.02% | Jul 31, 2026 |
| Emerald Growth Fund | 148,000 | 0.60% | $6.98M | 0.47% | Jul 31, 2026 |
| FPA Queens Road Small Cap Value Fund | 130,104 | 0.53% | $5.49M | 0.41% | May 31, 2026 |
| iShares Russell 2000 Growth ETF | 104,643 | 0.43% | $5.10M | 0.03% | Jun 30, 2026 |
| Fidelity Extended Market Index Fund | 86,037 | 0.35% | $3.63M | 0.01% | May 31, 2026 |
| Putnam Small Cap Value Fund | 83,797 | 0.34% | $3.54M | 1.19% | May 31, 2026 |
| Schwab U.S. Small-Cap ETF | 82,113 | 0.33% | $3.47M | 0.02% | May 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| James Eugene Beckwith | President & CEO, Director | 496,764 | 2.02% | May 22, 2026 |
| Clifford Aaron Cooper | EVP, Food & Ag President | 453 | 0.00% | Jun 16, 2026 |
| Brett Levi Wait | SVP, Chief Information Officer | 16,873 | 0.07% | May 27, 2026 |
| Michael Anthony Rizzo | EVP, Chief Banking Officer | 36,084 | 0.15% | May 26, 2026 |
| Lydia Ann Ramirez-Medina | EVP, Chief Operating Officer | 13,675 | 0.06% | May 26, 2026 |
| Michael Eugene Lee | SVP, Chief Regulatory Officer | 33,669 | 0.14% | May 26, 2026 |
| Heather Christina Luck | EVP, Chief Financial Officer | 30,376 | 0.12% | May 26, 2026 |
| Shelley Ronan Wetton | SVP, Chief Marketing Officer | 25,851 | 0.11% | May 26, 2026 |
| John William Dalton | SVP, Chief Credit Officer | 32,662 | 0.13% | May 26, 2026 |
| Don Justin Kurtze | EVP, SF Bay Area President | 7,362 | 0.03% | May 26, 2026 |
| Larry Eugene Allbaugh | Director, 10% owner | 3,071,868 | 12.52% | Aug 6, 2026 |
| Kevin Francis Ramos | Director | 187,546 | 0.76% | Jul 24, 2026 |
| Shannon Deary-Bell | Director | 95,074 | 0.39% | Jul 24, 2026 |
| Judson Teichert Riggs | Director | 87,531 | 0.36% | Jul 24, 2026 |
| Donna Lucas | Director | 14,254 | 0.06% | Jul 24, 2026 |
| Robert Truxtun Perry-Smith | Director | 387,235 | 1.58% | Jul 24, 2026 |
| Warren Paul Kashiwagi | Director | 6,370 | 0.03% | Feb 2, 2026 |
| David Frank Nickum | Director | 179,876 | 0.73% | Feb 2, 2026 |
| Randall E. Reynoso | Director | 22,870 | 0.09% | Feb 2, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Larry Eugene Allbaugh Director, 10% owner | Aug 4, 2026 | Gift | −50,000 | – | – | 210,695 |
| Larry Eugene Allbaugh Director, 10% owner | Jul 22, 2026 | Buy | +90,909 | $44.00 | $4.00M | 1,101,687 |
| Larry Eugene Allbaugh Director, 10% owner | Jul 22, 2026 | Buy | +5,682 | $44.00 | $250.01K | 507,401 |
| Robert Truxtun Perry-Smith Director | Jul 22, 2026 | Buy | +31,363 | $44.00 | $1.38M | 258,898 |
| Judson Teichert Riggs Director | Jul 22, 2026 | Buy | +2,273 | $44.00 | $100.01K | 87,531 |
| Donna Lucas Director | Jul 22, 2026 | Buy | +1,136 | $44.00 | $49.98K | 14,254 |
| Shannon Deary-Bell Director | Jul 22, 2026 | Buy | +5,682 | $44.00 | $250.01K | 85,244 |
| Kevin Francis Ramos Director | Jul 22, 2026 | Buy | +5,682 | $44.00 | $250.01K | 177,546 |
| Larry Eugene Allbaugh Director, 10% owner | May 29, 2026 | Gift | −150,000 | – | – | 260,695 |
| Brett Levi Wait SVP, Chief Information Officer | May 26, 2026 | Sale | −1,640 | $42.27 | $69.32K | 16,873 |
| Lydia Ann Ramirez-Medina EVP, Chief Operating Officer | May 21, 2026 | Award | +2,715 | – | – | 13,675 |
| Michael Anthony Rizzo EVP, Chief Banking Officer | May 21, 2026 | Award | +2,715 | – | – | 36,084 |
| Don Justin Kurtze EVP, SF Bay Area President | May 21, 2026 | Award | +2,715 | – | – | 7,362 |
| Shelley Ronan Wetton SVP, Chief Marketing Officer | May 21, 2026 | Award | +905 | – | – | 24,711 |
| Brett Levi Wait SVP, Chief Information Officer | May 21, 2026 | Award | +905 | – | – | 18,513 |
| Heather Christina Luck EVP, Chief Financial Officer | May 21, 2026 | Award | +2,715 | – | – | 30,376 |
| Michael Eugene Lee SVP, Chief Regulatory Officer | May 21, 2026 | Award | +905 | – | – | 33,669 |
| Michael Eugene Lee SVP, Chief Regulatory Officer | May 21, 2026 | Sale | −867 | $41.23 | $35.75K | 32,764 |
| John William Dalton SVP, Chief Credit Officer | May 21, 2026 | Award | +905 | – | – | 32,662 |
| James Eugene Beckwith President & CEO, Director | May 20, 2026 | Sale | −2,428 | $41.34 | $100.37K | 466,586 |
| James Eugene Beckwith President & CEO, Director | May 20, 2026 | Sale | −2,000 | $41.22 | $82.44K | 469,014 |
| James Eugene Beckwith President & CEO, Director | May 20, 2026 | Sale | −2,000 | $41.12 | $82.24K | 471,014 |
| Brett Levi Wait SVP & CIO | May 14, 2026 | Sale | −2,583 | $41.11 | $106.19K | 17,608 |
| Michael Eugene Lee SVP & Chief Regulatory Officer | May 7, 2026 | Sale | −1,641 | $41.26 | $67.71K | 33,631 |
| Lydia Ann Ramirez-Medina EVP & Chief Operating Officer | May 6, 2026 | Sale | −400 | $40.99 | $16.40K | 10,960 |
| James Eugene Beckwith President & CEO, Director | Mar 9, 2026 | Sale | −2,000 | $36.57 | $73.14K | 473,014 |
| James Eugene Beckwith President & CEO, Director | Mar 9, 2026 | Sale | −2,000 | $36.74 | $73.48K | 475,014 |
| Michael Eugene Lee SVP & Chief Regulatory Officer | Feb 20, 2026 | Sale | −1,200 | $39.30 | $47.16K | 35,272 |
| Michael Eugene Lee SVP & Chief Regulatory Officer | Feb 17, 2026 | Sale | −1,200 | $40.74 | $48.89K | 36,472 |
| Randall E. Reynoso Director | Jan 29, 2026 | Award | +974 | – | – | 22,870 |
| Warren Paul Kashiwagi Director | Jan 29, 2026 | Award | +974 | – | – | 6,370 |
| Kevin Francis Ramos Director | Jan 29, 2026 | Award | +974 | – | – | 171,864 |
| David Frank Nickum Director | Jan 29, 2026 | Award | +974 | – | – | 179,876 |
| Larry Eugene Allbaugh Director, 10% owner | Jan 29, 2026 | Award | +974 | – | – | 501,719 |
| Robert Truxtun Perry-Smith Director | Jan 29, 2026 | Award | +974 | – | – | 227,535 |
| Shannon Deary-Bell Director | Jan 29, 2026 | Award | +974 | – | – | 79,562 |
| Donna Lucas Director | Jan 29, 2026 | Award | +974 | – | – | 13,118 |
| Judson Teichert Riggs Director | Jan 29, 2026 | Award | +974 | – | – | 85,258 |
| Michael Anthony Rizzo EVP & Chief Banking Officer | Dec 12, 2025 | Sale | −641 | $37.28 | $23.90K | 0 |
| Lydia Ann Ramirez-Medina EVP & Chief Operating Officer | Nov 19, 2025 | Sale | −600 | $33.07 | $19.84K | 11,360 |
| Lydia Ann Ramirez-Medina EVP & Chief Operating Officer | Aug 15, 2025 | Sale | −825 | $30.94 | $25.53K | 11,960 |
| James Eugene Beckwith President & CEO, Director | Jul 28, 2025 | Award | +7,062 | – | – | 477,014 |
| Shelley Ronan Wetton SVP & Chief Marketing Officer | Jul 9, 2025 | Gift | +352.1 | – | – | 23,806 |
| James Eugene Beckwith President & CEO, Director | Jun 10, 2025 | Sale | −6,429 | $27.74 | $178.34K | 469,952 |
| Lydia Ann Ramirez-Medina EVP & Chief Operating Officer | Jun 5, 2025 | Sale | −600 | $27.43 | $16.46K | 12,785 |
| Shannon Deary-Bell Director | May 9, 2025 | Inheritance | −3,900 | – | – | 0 |
| Shannon Deary-Bell Director | May 1, 2025 | Award | +68 | – | – | 78,588 |
| Michael Anthony Rizzo EVP & Chief Banking Officer | May 1, 2025 | Award | +3,629 | – | – | 33,369 |
| Heather Christina Luck EVP & Chief Financial Officer | May 1, 2025 | Award | +3,629 | – | – | 27,661 |
| John William Dalton SVP & Chief Credit Officer | May 1, 2025 | Award | +907 | – | – | 31,757 |
| Lydia Ann Ramirez-Medina EVP & Chief Operating Officer | May 1, 2025 | Award | +3,629 | – | – | 13,385 |
| Kevin Francis Ramos Director | May 1, 2025 | Award | +68 | – | – | 170,890 |
| Don Justin Kurtze EVP & SF Bay Area President | May 1, 2025 | Award | +3,629 | – | – | 4,643 |
| Warren Paul Kashiwagi Director | May 1, 2025 | Award | +68 | – | – | 5,396 |
| Shelley Ronan Wetton SVP & Chief Marketing Officer | May 1, 2025 | Award | +907 | – | – | 23,454 |
| Brett Levi Wait SVP & CIO | May 1, 2025 | Award | +907 | – | – | 20,191 |
| Donna Lucas Director | May 1, 2025 | Award | +68 | – | – | 12,144 |
| Michael Eugene Lee SVP & Chief Regulatory Officer | May 1, 2025 | Award | +907 | – | – | 37,672 |
| Randall E. Reynoso Director | May 1, 2025 | Award | +68 | – | – | 21,896 |
| Judson Teichert Riggs Director | May 1, 2025 | Award | +68 | – | – | 84,284 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Brett Levi Wait Officer | May 22, 2026 | 1,640 | $68.88K | May 26, 2026 | Restricted Stock Award |
| James Eugene Beckwith Officer, Director | May 19, 2026 | 6,428 | $264.58K | May 19, 2026 | Restricted Stock Award |
| Brett Levi Wait Officer | May 11, 2026 | 2,583 | $107.81K | May 11, 2026 | Restricted Stock Award |
| Michael Eugene Lee Officer | May 7, 2026 | 2,508 | $101.45K | May 7, 2026 | Restricted Stock Award |
| James Eugene Beckwith Officer, Director | Mar 6, 2026 | 4,000 | $156.40K | Mar 9, 2026 | Restricted Stock Award |
| Michael Eugene Lee Officer | Feb 12, 2026 | 2,400 | $96.53K | Feb 18, 2026 | Restricted Stock Award |
| James Eugene Beckwith Officer, Director | Jun 6, 2025 | 6,429 | $174.87K | Jun 9, 2025 | Restricted Stock Award |
| James Eugene Beckwith Officer, Director | Feb 27, 2025 | 4,000 | $122.32K | Feb 28, 2025 | Restricted Stock Award |
| Judson Teichert Riggs Director | Feb 21, 2025 | 17,000 | $539.41K | Feb 24, 2025 | Purchase |
| Robert Truxtun Perry-Smith Director | Aug 29, 2024 | 15,000 | $440.55K | Aug 29, 2024 | Cash Purchase |
| Michael Eugene Lee Officer | Aug 16, 2024 | 3,000 | $87.27K | Jul 29, 2024 | Restricted Stock Award |
| James Eugene Beckwith Officer, Director | Aug 14, 2024 | 16,864 | $457.52K | Aug 14, 2024 | Restricted Stock Award |