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JPL Wealth Management’s First Bank FRBA Stock Holding History

JPL Wealth Management’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 		$160 Buy
9
+2
+29% +$32 ﹤0.01% 1563
2026
Q1 		$112 Buy
+7
New +$115 ﹤0.01% 1458

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

JPL Wealth Management's FRBA Position: Q2 2026 in Review

JPL Wealth Management increased its First Bank (FRBA) stake by 29% in Q2 2026, buying an estimated $32 and bringing the position to 9 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

JPL Wealth Management first reported a position in FRBA in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • JPL Wealth Management held 9 shares of First Bank worth $160 as of Q2 2026.
  • JPL Wealth Management bought 2 First Bank shares in Q2 2026, an estimated $32.
  • First Bank made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #1563 holding.
  • JPL Wealth Management first reported a position in First Bank in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.