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Pinnacle Wealth Planning Services’s First Bank FRBA Stock Holding History

Pinnacle Wealth Planning Services’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 		$11.8K Hold
740
– – ﹤0.01% 1939
2025
Q4 		$12.2K Buy
+740
New +$11.8K ﹤0.01% 1935
2021
Q1 		– Sell
-740
Closed -$7K – 944
2020
Q4 		$7K Buy
+740
New +$6.34K ﹤0.01% 1518

Other funds holding FRBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
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

Pinnacle Wealth Planning Services's FRBA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its First Bank (FRBA) position steady in Q1 2026 at 740 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1939.

Pinnacle Wealth Planning Services first reported a position in FRBA in Q4 2020 and has held it in 3 quarters since. The position peaked at $12.2K in Q4 2025. 128 funds tracked by Wall St. Rank hold FRBA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 740 shares of First Bank worth $11.8K as of Q1 2026.
  • Pinnacle Wealth Planning Services left its First Bank share count unchanged in Q1 2026.
  • First Bank made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1939 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Bank in Q4 2020 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's First Bank position peaked at $12.2K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Bank as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.