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Essential Partners’s First Bank FRBA Stock Holding History

Essential Partners’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 		$3.91K Buy
227
+48
+27% +$865 ﹤0.01% 1627
2026
Q2 		$3.17K Buy
179
+62
+53% +$996 ﹤0.01% 1764
2026
Q1 		$1.87K Sell
117
-112
-49% -$1.83K ﹤0.01% 2034
2025
Q4 		$3.77K Buy
229
+3
+1% +$48 ﹤0.01% 1544
2025
Q3 		$3.68K Buy
226
+199
+737% +$3.19K ﹤0.01% 1545
2025
Q2 		$418 Buy
+27
New +$391 ﹤0.01% 1749

Other funds holding FRBA

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Essential Partners's FRBA Position: Q3 2026 in Review

Essential Partners increased its First Bank (FRBA) stake by 27% in Q3 2026, buying an estimated $865 and bringing the position to 227 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Essential Partners first reported a position in FRBA in Q2 2025 and has held it in 6 quarters since. 9 funds tracked by Wall St. Rank hold FRBA as of Q3 2026.

  • Essential Partners held 227 shares of First Bank worth $3.91K as of Q3 2026.
  • Essential Partners bought 48 First Bank shares in Q3 2026, an estimated $865.
  • First Bank made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #1627 holding.
  • Essential Partners first reported a position in First Bank in Q2 2025 and has held it in 6 quarters since.
  • 9 funds tracked by Wall St. Rank held First Bank as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.