EverSource Wealth Advisors
FRBA icon

EverSource Wealth Advisors’s First Bank FRBA Stock Holding History

EverSource Wealth 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 		$2.68K Buy
151
+58
+62% +$932 ﹤0.01% 3598
2026
Q1 		$1.49K Sell
93
-108
-54% -$1.77K ﹤0.01% 3741
2025
Q4 		$3.31K Buy
201
+10
+5% +$160 ﹤0.01% 3298
2025
Q3 		$3.11K Buy
191
+44
+30% +$705 ﹤0.01% 3351
2025
Q2 		$2.27K Buy
147
+137
+1,370% +$1.98K ﹤0.01% 3468
2025
Q1 		$148 Buy
+10
New +$147 ﹤0.01% 3758

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
Royce & Associates
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

EverSource Wealth Advisors's FRBA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its First Bank (FRBA) stake by 62% in Q2 2026, buying an estimated $932 and bringing the position to 151 shares worth $2.68K. The position accounts for ﹤0.01% of the portfolio, ranked #3598.

EverSource Wealth Advisors first reported a position in FRBA in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.31K in Q4 2025. 126 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • EverSource Wealth Advisors held 151 shares of First Bank worth $2.68K as of Q2 2026.
  • EverSource Wealth Advisors bought 58 First Bank shares in Q2 2026, an estimated $932.
  • First Bank made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3598 holding.
  • EverSource Wealth Advisors first reported a position in First Bank in Q1 2025 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's First Bank position peaked at $3.31K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.