Farther Finance Advisors
FRBA icon

Farther Finance Advisors’s First Bank FRBA Stock Holding History

Farther Finance 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 		$4.14K Buy
240
+143
+147% +$2.58K ﹤0.01% 5114
2026
Q2 		$1.71K Buy
97
+63
+185% +$1.01K ﹤0.01% 5210
2026
Q1 		$546 Sell
34
-2
-6% -$33 ﹤0.01% 5250
2025
Q4 		$593 Buy
+36
New +$576 ﹤0.01% 5022

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
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 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

Farther Finance Advisors's FRBA Position: Q3 2026 in Review

Farther Finance Advisors increased its First Bank (FRBA) stake by 147% in Q3 2026, buying an estimated $2.58K and bringing the position to 240 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #5114.

Farther Finance Advisors first reported a position in FRBA in Q4 2025 and has held it in 4 quarters since. 9 funds tracked by Wall St. Rank hold FRBA as of Q3 2026.

  • Farther Finance Advisors held 240 shares of First Bank worth $4.14K as of Q3 2026.
  • Farther Finance Advisors bought 143 First Bank shares in Q3 2026, an estimated $2.58K.
  • First Bank made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #5114 holding.
  • Farther Finance Advisors first reported a position in First Bank in Q4 2025 and has held it in 4 quarters since.
  • 9 funds tracked by Wall St. Rank held First Bank as of Q3 2026.

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