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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
Q1 		$12.8K Buy
+800
New +$13.1K ﹤0.01% 458

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

Private Wealth Management Group's FRBA Position: Q1 2026 in Review

Private Wealth Management Group opened a new position in First Bank (FRBA) in Q1 2026: 800 shares worth $12.8K. The stake represents ﹤0.01% of the portfolio and ranks #458 among its holdings.

128 funds tracked by Wall St. Rank hold FRBA as of Q1 2026.

  • Private Wealth Management Group held 800 shares of First Bank worth $12.8K as of Q1 2026.
  • First Bank was a new Private Wealth Management Group position in Q1 2026.
  • First Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #458 holding.
  • 128 funds tracked by Wall St. Rank held First Bank as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.