Titelia

Fonds als Aktionäre von Five Star Bancorp

ISIN US33830T1034 · Vereinigte Staaten · LEI 5493008ZRBIHKWC0JA73

Fonds als Aktionäre
190
Davon ETFs
38 152 weitere Fonds
Gehaltener Wert
215,1 Mio. $ 9,9 Mio. SEK
Anteil am Kapital
22,8 % von 24,5 Mio. Aktien am 03.08.2026
FondsStückeWertAnteil am FondsAnteil am Kapital
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 888.81333,5 Mio. $0,42 %3,62 %zum 31.03.2026
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 476.09218 Mio. $0,41 %1,94 %zum 31.03.2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 453.02317,1 Mio. $0,00 %1,85 %zum 31.03.2026
iShares Russell 2000 ETF iShares Trust 398.37915 Mio. $0,02 %1,62 %zum 31.03.2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 368.30114,3 Mio. $0,06 %1,50 %zum 28.02.2026
Invesco Small Cap Value Fund AIM Sector Funds (Invesco Sector Funds) 290.94311,8 Mio. $0,11 %1,19 %zum 30.04.2026
Putnam Core Equity Fund Putnam Funds Trust 280.93411,4 Mio. $0,19 %1,14 %zum 30.04.2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 191.1377,2 Mio. $0,01 %0,78 %zum 31.03.2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 153.4176,2 Mio. $0,02 %0,63 %zum 30.04.2026
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 120.1044,7 Mio. $0,39 %0,49 %zum 28.02.2026
Putnam Small Cap Value Fund Putnam Investment Funds 90.7973,5 Mio. $1,25 %0,37 %zum 28.02.2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 89.0003,5 Mio. $0,01 %0,36 %zum 28.02.2026
iShares Russell 2000 Growth ETF iShares Trust 84.5113,2 Mio. $0,03 %0,34 %zum 31.03.2026
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 80.7933,1 Mio. $0,02 %0,33 %zum 28.02.2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 77.3793 Mio. $0,02 %0,32 %zum 28.02.2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 66.0792,7 Mio. $0,02 %0,27 %zum 30.04.2026
Adara Smaller Companies Fund RBB Fund, Inc. 65.9202,6 Mio. $0,34 %0,27 %zum 28.02.2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 50.2852 Mio. $0,01 %0,20 %zum 30.04.2026
iShares Russell 2000 Value ETF iShares Trust 49.5161,9 Mio. $0,02 %0,20 %zum 31.03.2026
Fidelity SAI Small-Mid Cap Momentum Index Fund Fidelity Salem Street Trust 47.8301,9 Mio. $0,05 %0,19 %zum 30.04.2026
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 41.9001,6 Mio. $0,19 %0,17 %zum 31.03.2026
iShares Micro-Cap ETF iShares Trust 39.5941,5 Mio. $0,12 %0,16 %zum 31.03.2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38.7561,6 Mio. $0,02 %0,16 %zum 30.04.2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 37.8811,5 Mio. $0,16 %0,15 %zum 30.04.2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 37.6321,5 Mio. $0,01 %0,15 %zum 30.04.2026
Putnam VT Small Cap Value Fund Putnam Variable Trust 35.5351,3 Mio. $1,27 %0,14 %zum 31.03.2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 33.8991,4 Mio. $0,02 %0,14 %zum 30.04.2026
JPMorgan Small Cap Value Fund JPMorgan Trust II 33.5061,3 Mio. $0,11 %0,14 %zum 31.03.2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 33.4271,3 Mio. $0,05 %0,14 %zum 28.02.2026
T. Rowe Price Spectrum Moderate Growth Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 31.5291,2 Mio. $0,03 %0,13 %zum 28.02.2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 29.9081,2 Mio. $0,00 %0,12 %zum 28.02.2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 28.8771,2 Mio. $0,01 %0,12 %zum 30.04.2026
Simplicity Småbolag Global Simplicity AB 27.6589,9 Mio. SEK1,17 %0,11 %zum 31.03.2026
JPMorgan U.S. Small Company Fund JPMorgan Trust I 27.6581 Mio. $0,11 %0,11 %zum 31.03.2026
VANGUARD FINANCIALS INDEX FUND VANGUARD WORLD FUND 26.7901 Mio. $0,01 %0,11 %zum 28.02.2026
SmallCap Value Fund II Principal Funds, Inc 25.6151 Mio. $0,08 %0,10 %zum 30.04.2026
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 25.134948.054,5 $0,05 %0,10 %zum 31.03.2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 25.087976.636,9 $0,00 %0,10 %zum 28.02.2026
Master Small Cap Index Series Quantitative Master Series LLC 24.048907.090,6 $0,02 %0,10 %zum 31.03.2026
Keeley Small Cap Fund Teton Westwood Funds 23.937902.903,6 $1,05 %0,10 %zum 31.03.2026
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 23.745895.661,4 $0,33 %0,10 %zum 31.03.2026
AST Small-Cap Equity Portfolio Advanced Series Trust 19.310728.373,2 $0,04 %0,08 %zum 31.03.2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 18.829761.633,1 $0,02 %0,08 %zum 30.04.2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 17.465658.779,8 $0,02 %0,07 %zum 31.03.2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 16.322635.415,5 $0,04 %0,07 %zum 28.02.2026
WisdomTree U.S. SmallCap Quality Dividend Growth Fund WisdomTree Trust 15.819596.692,7 $0,17 %0,06 %zum 31.03.2026
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 15.784614.471,1 $0,05 %0,06 %zum 28.02.2026
Nuveen Equity Index Fund TIAA-CREF Funds 15.539628.552,6 $0,00 %0,06 %zum 30.04.2026
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 15.048585.818,6 $0,00 %0,06 %zum 28.02.2026
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 14.445544.865,4 $0,77 %0,06 %zum 31.03.2026
Inspire Small/Mid Cap ETF Northern Lights Fund Trust IV 13.518526.255,7 $0,20 %0,06 %zum 28.02.2026
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 12.912487.040,6 $0,23 %0,05 %zum 31.03.2026
State Street Institutional Small-Cap Equity Fund STATE STREET INSTITUTIONAL FUNDS 12.656477.384,3 $0,10 %0,05 %zum 31.03.2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 12.597509.548,7 $0,00 %0,05 %zum 30.04.2026
T. Rowe Price Spectrum Moderate Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 11.830460.541,9 $0,02 %0,05 %zum 28.02.2026
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 11.500433.780 $0,08 %0,05 %zum 31.03.2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10.900411.148 $0,02 %0,04 %zum 31.03.2026
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 10.289416.190,1 $0,94 %0,04 %zum 30.04.2026
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 10.105393.387,7 $0,00 %0,04 %zum 28.02.2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 9.681391.596,5 $0,01 %0,04 %zum 30.04.2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 9.216372.787,2 $0,00 %0,04 %zum 30.04.2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 9.106354.496,6 $0,02 %0,04 %zum 28.02.2026
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 9.001339.517,7 $0,11 %0,04 %zum 31.03.2026
Putnam VT Core Equity Fund Putnam Variable Trust 8.584323.788,5 $0,20 %0,03 %zum 31.03.2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 8.502343.905,9 $0,00 %0,03 %zum 30.04.2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 8.307336.018,2 $0,00 %0,03 %zum 30.04.2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 8.208309.605,8 $0,00 %0,03 %zum 31.03.2026
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 7.996301.609,1 $0,03 %0,03 %zum 31.03.2026
WisdomTree U.S. SmallCap Fund WisdomTree Trust 7.915298.553,8 $0,05 %0,03 %zum 31.03.2026
T. Rowe Price Spectrum Conservative Allocation Fund T. ROWE PRICE SPECTRUM FUNDS II, INC. 7.808303.965,4 $0,01 %0,03 %zum 28.02.2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 7.691290.104,5 $0,03 %0,03 %zum 31.03.2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 7.597286.558,8 $0,00 %0,03 %zum 31.03.2026
Small Cap Index Fund Northern Funds 7.570285.540,4 $0,02 %0,03 %zum 31.03.2026
EQ/Small Company Index Portfolio EQ Advisors Trust 7.540284.408,8 $0,02 %0,03 %zum 31.03.2026
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 7.537284.295,6 $0,39 %0,03 %zum 31.03.2026
Small Cap Value Fund VALIC Co I 7.266282.865,4 $0,11 %0,03 %zum 28.02.2026
Global X Russell 2000 ETF GLOBAL X FUNDS 6.779274.210,6 $0,02 %0,03 %zum 30.04.2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 6.701252.761,7 $0,01 %0,03 %zum 31.03.2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 6.654250.988,9 $0,07 %0,03 %zum 31.03.2026
Avantis U.S. Equity ETF American Century ETF Trust 6.382248.451,3 $0,00 %0,03 %zum 28.02.2026
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 6.082229.413 $0,11 %0,02 %zum 31.03.2026
Small Cap Index Fund VALIC Co I 6.051235.565,4 $0,02 %0,02 %zum 28.02.2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 6.027243.792,2 $0,01 %0,02 %zum 30.04.2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 5.772217.719,8 $0,00 %0,02 %zum 31.03.2026
Acuitas Small Cap Active ETF Series Portfolios Trust 5.574210.251,3 $0,29 %0,02 %zum 31.03.2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5.366202.405,5 $0,01 %0,02 %zum 31.03.2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 5.140193.880,8 $0,01 %0,02 %zum 31.03.2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 5.003202.371,4 $0,00 %0,02 %zum 30.04.2026
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 4.888184.375,4 $0,02 %0,02 %zum 31.03.2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4.796193.998,2 $0,00 %0,02 %zum 30.04.2026
SIIT SMALL CAP II FUND SEI INSTITUTIONAL INVESTMENTS TRUST 4.627180.129,1 $0,07 %0,02 %zum 28.02.2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 4.616186.717,2 $0,00 %0,02 %zum 30.04.2026
ACUITAS US MICROCAP FUND FORUM FUNDS II 4.517170.381,2 $0,17 %0,02 %zum 31.03.2026
Fidelity MSCI Financials Index ETF FIDELITY COVINGTON TRUST 4.240171.508 $0,01 %0,02 %zum 30.04.2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 4.221170.739,5 $0,00 %0,02 %zum 30.04.2026
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4.111166.290 $0,03 %0,02 %zum 30.04.2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 4.065153.331,8 $0,02 %0,02 %zum 31.03.2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 4.023156.615,4 $0,01 %0,02 %zum 28.02.2026
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 3.988150.427,4 $0,05 %0,02 %zum 31.03.2026
iShares Russell 3000 ETF iShares Trust 3.963149.484,4 $0,00 %0,02 %zum 31.03.2026

Diese Tabelle herunterladen: CSV, JSON

Fehler melden

Die am stärksten exponierten Fonds

Das Gewicht ist der Anteil am Nettovermögen des Fonds. Die Halterliste zählt Stücke; diese Liste misst, was das Unternehmen in jedem Fonds wiegt.

FondsAnteil am Fonds
Putnam VT Small Cap Value Fund Putnam Variable Trust 1,27 %zum 31.03.2026
Putnam Small Cap Value Fund Putnam Investment Funds 1,25 %zum 28.02.2026
Simplicity Småbolag Global Simplicity AB 1,17 %zum 31.03.2026
Keeley Small Cap Fund Teton Westwood Funds 1,05 %zum 31.03.2026
Emerald Finance & Banking Innovation Fund FINANCIAL INVESTORS TRUST 0,94 %zum 30.04.2026
Kennedy Capital Small Cap Value Fund INVESTMENT MANAGERS SERIES TRUST II 0,77 %zum 31.03.2026
T. Rowe Price Small-Cap Stock Fund, Inc. T. ROWE PRICE SMALL-CAP STOCK FUND, INC. 0,42 %zum 31.03.2026
T. Rowe Price Institutional Small-Cap Stock Fund T. Rowe Price Equity Funds, Inc. 0,41 %zum 31.03.2026
Zacks Small-Cap Core Fund Zacks Trust 0,41 %zum 28.02.2026
FPA Queens Road Small Cap Value Fund Investment Managers Series Trust III 0,39 %zum 28.02.2026

Quartal für Quartal

Jeder Quartalsdatensatz der SEC, das jüngste zuerst. Die Veränderung wird gegen das vorherige Quartal gelesen.

QuartalAktionäreVeränderungStückeVeränderung
2026Q2189+95.574.246+4,2 %
2026Q1180+85.350.484+1,1 %
2025Q4172+55.290.920+1,2 %
2025Q3167+145.230.431+1,0 %
2025Q2153+105.179.555+2,0 %
2025Q1143+75.079.605+2,2 %
2024Q4136-54.968.587+5,9 %
2024Q3141-64.690.851+18,8 %
2024Q2147+83.947.746+33,1 %
2024Q1139-22.964.961-7,4 %
2023Q41413.202.717

Institutionelle Verwalter

124 Verwalter melden diese Gesellschaft der SEC (Formular 13F); die 25 größten folgen.

VerwalterStückeWert
T. Rowe Price Investment Management, Inc.2.023.49076.327 $zum 31.03.2026
Davis Asset Management, L.P.1.511.50057 Mio. $zum 31.03.2026
BlackRock, Inc.1.191.33544,9 Mio. $zum 31.03.2026
ADAGE CAPITAL PARTNERS GP, L.L.C.508.32719,2 Mio. $zum 31.03.2026
FRANKLIN RESOURCES INC473.25917,9 Mio. $zum 31.03.2026
CAPTRUST FINANCIAL ADVISORS466.98017,6 Mio. $zum 31.03.2026
AMERICAN CENTURY COMPANIES INC459.31517,3 Mio. $zum 31.03.2026
GEODE CAPITAL MANAGEMENT, LLC404.41015,3 Mio. $zum 31.03.2026
KENNEDY CAPITAL MANAGEMENT LLC377.58514,2 Mio. $zum 31.03.2026
STATE STREET CORP348.30713,1 Mio. $zum 31.03.2026
DIMENSIONAL FUND ADVISORS LP321.93812,1 Mio. $zum 31.03.2026
Invesco Ltd.297.32611,2 Mio. $zum 31.03.2026
Pacific Ridge Capital Partners, LLC176.7516,7 Mio. $zum 31.03.2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC166.2306,3 Mio. $zum 31.03.2026
DEPRINCE RACE & ZOLLO INC155.2745,9 Mio. $zum 31.03.2026
NORTHERN TRUST CORP141.8215,3 Mio. $zum 31.03.2026
Bragg Financial Advisors, Inc136.5395,2 Mio. $zum 31.03.2026
Siena Capital Partners GP, LLC134.8475,1 Mio. $zum 31.03.2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC134.4285,1 Mio. $zum 31.03.2026
Russell Investments Group, Ltd.129.9494,9 Mio. $zum 31.03.2026
JPMORGAN CHASE & CO129.5734,9 Mio. $zum 31.03.2026
GOLDMAN SACHS GROUP INC124.3184,7 Mio. $zum 31.03.2026
MALTESE CAPITAL MANAGEMENT LLC122.6824,6 Mio. $zum 31.03.2026
BANC FUNDS CO LLC85.9193,2 Mio. $zum 31.03.2026
Bank of New York Mellon Corp84.9653,2 Mio. $zum 31.03.2026

Fonds, die Anleihen von Five Star Bancorp halten

2 Fonds melden 2 Anleihen dieser Gesellschaft. Der Betrag ist der gemeldete, nie ein Anteil an der Verschuldung: kein Regulierer veröffentlicht das ausstehende Volumen frei zugänglich.

FondsAnleihenWert
Multi-Manager Alternative Strategies Fund193.514,4 $zum 28.02.2026
Wilshire Income Opportunities Fund148.203,1 $zum 31.03.2026
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