PWMG
FRBA icon

Private Wealth Management Group’s First Bank FRBA Stock Holding History

Private Wealth Management Group’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
Q3 		$13.8K Hold
800
– – ﹤0.01% 547
2026
Q2 		$14.2K Hold
800
– – ﹤0.01% 481
2026
Q1 		$12.8K Buy
+800
New +$13.1K ﹤0.01% 458

Other funds holding FRBA

PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Byrne Asset Management
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Private Wealth Management Group's FRBA Position: Q3 2026 in Review

Private Wealth Management Group held its First Bank (FRBA) position steady in Q3 2026 at 800 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Private Wealth Management Group first reported a position in FRBA in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.2K in Q2 2026. 19 funds tracked by Wall St. Rank hold FRBA as of Q3 2026.

  • Private Wealth Management Group held 800 shares of First Bank worth $13.8K as of Q3 2026.
  • Private Wealth Management Group left its First Bank share count unchanged in Q3 2026.
  • First Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q3 2026, its #547 holding.
  • Private Wealth Management Group first reported a position in First Bank in Q1 2026 and has held it in 3 quarters since.
  • Private Wealth Management Group's First Bank position peaked at $14.2K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held First Bank as of Q3 2026.

Based on Private Wealth Management Group's 13F filing for Q3 2026, filed 19 Oct 2026.