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IAM Advisory’s First Bank FRBA Stock Holding History

IAM Advisory’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
Q1 		– Sell
-83,655
Closed -$1.38M – 101
2025
Q4 		$1.38M Buy
83,655
+329
+0.4% +$5.26K 0.31% 48
2025
Q3 		$1.36M Buy
83,326
+312
+0.4% +$5K 0.31% 52
2025
Q2 		$1.28M Buy
83,014
+337
+0.4% +$4.88K 0.31% 53
2025
Q1 		$1.22M Sell
82,677
-105,521
-56% -$1.55M 0.32% 54
2024
Q4 		$2.65M Buy
188,198
+768
+0.4% +$11.2K 0.67% 23
2024
Q3 		$2.85M Buy
187,430
+748
+0.4% +$10.9K 0.72% 20
2024
Q2 		$2.38M Buy
186,682
+882
+0.5% +$10.8K 0.64% 26
2024
Q1 		$2.55M Buy
185,800
+814
+0.4% +$11.1K 0.7% 21
2023
Q4 		$2.72M Buy
184,986
+896
+0.5% +$11.1K 0.85% 18
2023
Q3 		$1.98M Buy
184,090
+948
+0.5% +$11K 0.69% 18
2023
Q2 		$1.9M Buy
183,142
+1,014
+0.6% +$10.3K 0.65% 17
2023
Q1 		$1.84M Buy
182,128
+792
+0.4% +$10.2K 0.64% 19
2022
Q4 		$2.5M Buy
181,336
+701
+0.4% +$10.3K 0.92% 16
2022
Q3 		$2.47M Buy
180,635
+694
+0.4% +$10.3K 1.04% 13
2022
Q2 		$2.52M Buy
+179,941
New +$2.54M 1.03% 14

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

IAM Advisory's FRBA Position: Q1 2026 in Review

IAM Advisory sold out of First Bank (FRBA) in Q1 2026, closing a stake of 83,655 shares — an estimated $1.38M sold.

IAM Advisory first reported a position in FRBA in Q2 2022 and held it in 15 quarters. The position peaked at $2.85M in Q3 2024. 128 funds tracked by Wall St. Rank hold FRBA as of Q1 2026.

  • IAM Advisory reported no remaining First Bank position as of Q1 2026 after selling out during the quarter.
  • IAM Advisory sold 83,655 First Bank shares in Q1 2026, an estimated $1.38M.
  • IAM Advisory first reported a position in First Bank in Q2 2022 and held it in 15 quarters.
  • IAM Advisory's First Bank position peaked at $2.85M in Q3 2024.
  • 128 funds tracked by Wall St. Rank held First Bank as of Q1 2026.

Based on IAM Advisory's 13F filing for Q1 2026, filed 10 Apr 2026.