Northwestern Mutual Wealth Management
FRBA icon

Northwestern Mutual Wealth Management’s First Bank FRBA Stock Holding History

Northwestern Mutual 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
2025
Q2 		– Sell
-7
Closed -$104 – 3784
2025
Q1 		$104 Buy
+7
New +$103 ﹤0.01% 3520
2024
Q4 		– Sell
-6,733
Closed -$102K – 3702
2024
Q3 		$102K Sell
6,733
-1,000
-13% -$14.6K ﹤0.01% 1886
2024
Q2 		$98.5K Hold
7,733
– – ﹤0.01% 1837
2024
Q1 		$106K Hold
7,733
– – ﹤0.01% 1786
2023
Q4 		$114K Hold
7,733
– – ﹤0.01% 1741
2023
Q3 		$83.4K Buy
+7,733
New +$89.5K ﹤0.01% 1783

Other funds holding FRBA

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwestern Mutual Wealth Management's FRBA Position: Q2 2025 in Review

Northwestern Mutual Wealth Management sold out of First Bank (FRBA) in Q2 2025, closing a stake of 7 shares — an estimated $104 sold.

Northwestern Mutual Wealth Management first reported a position in FRBA in Q3 2023 and held it in 6 quarters. The position peaked at $114K in Q4 2023. 101 funds tracked by Wall St. Rank hold FRBA as of Q2 2025.

  • Northwestern Mutual Wealth Management reported no remaining First Bank position as of Q2 2025 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 7 First Bank shares in Q2 2025, an estimated $104.
  • Northwestern Mutual Wealth Management first reported a position in First Bank in Q3 2023 and held it in 6 quarters.
  • Northwestern Mutual Wealth Management's First Bank position peaked at $114K in Q4 2023.
  • 101 funds tracked by Wall St. Rank held First Bank as of Q2 2025.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.