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Integrated Wealth Concepts’s First Bank FRBA Stock Holding History

Integrated Wealth Concepts’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 		$12.8K Buy
+720
New +$11.6K ﹤0.01% 4417

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
RA
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

Integrated Wealth Concepts's FRBA Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in First Bank (FRBA) in Q2 2026: 720 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #4417 among its holdings.

127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Integrated Wealth Concepts held 720 shares of First Bank worth $12.8K as of Q2 2026.
  • First Bank was a new Integrated Wealth Concepts position in Q2 2026.
  • First Bank made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4417 holding.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.