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IFP Advisors’s First Bank FRBA Stock Holding History

IFP 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
Q1 		$1.6K Sell
100
-1
-1% -$16 ﹤0.01% 4043
2025
Q4 		$1.66K Buy
101
+3
+3% +$48 ﹤0.01% 3903
2025
Q3 		$1.6K Buy
98
+31
+46% +$497 ﹤0.01% 3781
2025
Q2 		$1.41K Buy
67
+61
+1,017% +$883 ﹤0.01% 4063
2025
Q1 		$89 Hold
6
– – ﹤0.01% 3882
2024
Q4 		$84 Buy
+6
New +$88 ﹤0.01% 4093

Other funds holding FRBA

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
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VCM
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AllianceBernstein
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BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return