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CSM Advisors’s First Bank FRBA Stock Holding History

CSM 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 		$5.1M Buy
287,670
+124,690
+77% +$2M 0.11% 221
2026
Q1 		$2.61M Buy
162,980
+28,975
+22% +$474K 0.06% 293
2025
Q4 		$2.21M Buy
134,005
+200
+0.1% +$3.2K 0.06% 268
2025
Q3 		$2.18M Sell
133,805
-4,385
-3% -$70.2K 0.06% 288
2025
Q2 		$2.14M Buy
+138,190
New +$2M 0.06% 280

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

CSM Advisors's FRBA Position: Q2 2026 in Review

CSM Advisors increased its First Bank (FRBA) stake by 77% in Q2 2026, buying an estimated $2M and bringing the position to 287,670 shares worth $5.1M. The position accounts for 0.11% of the portfolio, ranked #221.

CSM Advisors first reported a position in FRBA in Q2 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • CSM Advisors held 287,670 shares of First Bank worth $5.1M as of Q2 2026.
  • CSM Advisors bought 124,690 First Bank shares in Q2 2026, an estimated $2M.
  • First Bank made up 0.11% of CSM Advisors's portfolio in Q2 2026, its #221 holding.
  • CSM Advisors first reported a position in First Bank in Q2 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.