Caldwell Sutter Capital’s Forbright Inc FRBT Stock Holding History

Caldwell Sutter Capital’s Portfolio FRBT Stock Details FRBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.05M	Buy	+61,750	New	+$1.17M	0.39%	64

Other funds holding FRBT

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.45B AUM 70.46% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Smithbridge Asset Management Chadds Ford, Pennsylvania $741M AUM 22.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Caldwell Sutter Capital's FRBT Position: Q3 2026 in Review

Caldwell Sutter Capital opened a new position in Forbright Inc (FRBT) in Q3 2026: 61,750 shares worth $1.05M. The stake represents 0.39% of the portfolio and ranks #64 among its holdings.

25 funds tracked by Wall St. Rank hold FRBT as of Q3 2026.

Caldwell Sutter Capital held 61,750 shares of Forbright Inc worth $1.05M as of Q3 2026.
Forbright Inc was a new Caldwell Sutter Capital position in Q3 2026.
Forbright Inc made up 0.39% of Caldwell Sutter Capital's portfolio in Q3 2026, its #64 holding.
25 funds tracked by Wall St. Rank held Forbright Inc as of Q3 2026.

Based on Caldwell Sutter Capital's 13F filing for Q3 2026, filed 9 Nov 2026.