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CAPTRUST FINANCIAL ADVISORS: FSBC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on FSBC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 467,107 FSBC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 467,107 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $22,743,452.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 466,980 shares
    Change vs previous 13F -46,557 shares

    0.03% of the 13F portfolio, value $17,614,466.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 513,537 shares
    Change vs previous 13F +102 shares

    0.03% of the 13F portfolio, value $18,374,347.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 513,435 shares
    Change vs previous 13F -9,827 shares

    0.03% of the 13F portfolio, value $16,532,614.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 523,262 shares
    Change vs previous 13F +127 shares

    0.03% of the 13F portfolio, value $14,933,906.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 523,135 shares
    Change vs previous 13F +186,327 shares

    0.04% of the 13F portfolio, value $14,543,163.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 336,808 shares
    Change vs previous 13F -4,445 shares

    0.03% of the 13F portfolio, value $10,134,538.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 341,253 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $10,145,452.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).