CoreCap Advisors
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CoreCap Advisors’s First Bank FRBA Stock Holding History

CoreCap 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
Q3 		$845 Hold
49
– – ﹤0.01% 2705
2026
Q2 		$869 Buy
+49
New +$787 ﹤0.01% 2730

Other funds holding FRBA

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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's FRBA Position: Q3 2026 in Review

CoreCap Advisors held its First Bank (FRBA) position steady in Q3 2026 at 49 shares worth $845. The position accounts for ﹤0.01% of the portfolio, ranked #2705.

CoreCap Advisors first reported a position in FRBA in Q2 2026 and has held it in 2 quarters since. The position peaked at $869 in Q2 2026. 18 funds tracked by Wall St. Rank hold FRBA as of Q3 2026.

  • CoreCap Advisors held 49 shares of First Bank worth $845 as of Q3 2026.
  • CoreCap Advisors left its First Bank share count unchanged in Q3 2026.
  • First Bank made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2705 holding.
  • CoreCap Advisors first reported a position in First Bank in Q2 2026 and has held it in 2 quarters since.
  • CoreCap Advisors's First Bank position peaked at $869 in Q2 2026.
  • 18 funds tracked by Wall St. Rank held First Bank as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.