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Clearstead Advisors’s First Bank FRBA Stock Holding History

Clearstead Advisors’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$89 Buy
+5
New +$80 ﹤0.01% 3379
2026
Q1 		– Sell
-2
Closed -$33 – 2469
2025
Q4 		$33 Sell
2
-12
-86% -$192 ﹤0.01% 2647
2025
Q3 		$229 Hold
14
– – ﹤0.01% 2844
2025
Q2 		$217 Buy
+14
New +$203 ﹤0.01% 2563

Other funds holding FRBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Clearstead Advisors's FRBA Position: Q2 2026 in Review

Clearstead Advisors opened a new position in First Bank (FRBA) in Q2 2026: 5 shares worth $89. The stake represents ﹤0.01% of the portfolio and ranks #3379 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FRBA as recently as Q4 2025.

Clearstead Advisors first reported a position in FRBA in Q2 2025 and has held it in 4 quarters since. The position peaked at $229 in Q3 2025. 127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Clearstead Advisors held 5 shares of First Bank worth $89 as of Q2 2026.
  • First Bank was a new Clearstead Advisors position in Q2 2026.
  • First Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #3379 holding.
  • Clearstead Advisors first reported a position in First Bank in Q2 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's First Bank position peaked at $229 in Q3 2025.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.