KFI
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Key Financial Inc’s First Bank FRBA Stock Holding History

Key Financial Inc’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 		$43.4K Hold
2,450
– – 0.01% 566
2026
Q1 		$39.2K Hold
2,450
– – 0.01% 582
2025
Q4 		$40.3K Hold
2,450
– – 0.01% 574
2025
Q3 		$39.1K Hold
2,450
– – 0.01% 569
2025
Q2 		$37.9K Hold
2,450
– – 0.01% 554
2025
Q1 		$36.3K Hold
2,450
– – 0.01% 533
2024
Q4 		$34.5K Hold
2,450
– – 0.01% 540
2024
Q3 		$37.2K Hold
2,450
– – 0.01% 531
2024
Q2 		$31.2K Hold
2,450
– – 0.01% 557
2024
Q1 		$33.7K Hold
2,450
– – 0.01% 502
2023
Q4 		$36K Hold
2,450
– – 0.01% 481
2023
Q3 		$26.4K Hold
2,450
– – 0.01% 513
2023
Q2 		$25.4K Hold
2,450
– – 0.01% 529
2023
Q1 		$24.7K Hold
2,450
– – 0.01% 503
2022
Q4 		$33.5K Hold
2,450
– – 0.02% 423
2022
Q3 		$33K Hold
2,450
– – 0.02% 428
2022
Q2 		$35K Hold
2,450
– – 0.02% 418
2022
Q1 		$35K Hold
2,450
– – 0.02% 408
2021
Q4 		$36K Hold
2,450
– – 0.02% 393
2021
Q3 		$35K Hold
2,450
– – 0.02% 388
2021
Q2 		$33K Hold
2,450
– – 0.02% 400
2021
Q1 		$30K Hold
2,450
– – 0.02% 343
2020
Q4 		$23K Buy
+2,450
New +$21K 0.02% 353
2020
Q2 		– Sell
-2,450
Closed -$16K – 289
2020
Q1 		$16K Buy
+2,450
New +$23.8K 0.02% 348

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

Key Financial Inc's FRBA Position: Q2 2026 in Review

Key Financial Inc held its First Bank (FRBA) position steady in Q2 2026 at 2,450 shares worth $43.4K. The position accounts for 0.01% of the portfolio, ranked #566.

Key Financial Inc first reported a position in FRBA in Q1 2020 and has held it in 24 quarters since. 127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Key Financial Inc held 2,450 shares of First Bank worth $43.4K as of Q2 2026.
  • Key Financial Inc left its First Bank share count unchanged in Q2 2026.
  • First Bank made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #566 holding.
  • Key Financial Inc first reported a position in First Bank in Q1 2020 and has held it in 24 quarters since.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.