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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
Q2 		$14.2K Hold
800
– – ﹤0.01% 481
2026
Q1 		$12.8K Buy
+800
New +$13.1K ﹤0.01% 458

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

Private Wealth Management Group's FRBA Position: Q2 2026 in Review

Private Wealth Management Group held its First Bank (FRBA) position steady in Q2 2026 at 800 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Private Wealth Management Group first reported a position in FRBA in Q1 2026 and has held it in 2 quarters since. 127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Private Wealth Management Group held 800 shares of First Bank worth $14.2K as of Q2 2026.
  • Private Wealth Management Group left its First Bank share count unchanged in Q2 2026.
  • First Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #481 holding.
  • Private Wealth Management Group first reported a position in First Bank in Q1 2026 and has held it in 2 quarters since.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.