Quaker Wealth Management
FRBA icon

Quaker Wealth Management’s First Bank FRBA Stock Holding History

Quaker 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
2026
Q3 		$53.7K Buy
3,118
+16
+0.5% +$288 0.02% 159
2026
Q2 		$55K Buy
3,102
+18
+0.6% +$289 0.02% 161
2026
Q1 		$49.3K Buy
3,084
+16
+0.5% +$262 0.02% 165
2025
Q4 		$50.5K Buy
3,068
+12
+0.4% +$192 0.02% 164
2025
Q3 		$49.8K Buy
3,056
+11
+0.4% +$176 0.02% 164
2025
Q2 		$47.1K Buy
+3,045
New +$44.1K 0.02% 166

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
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
PWMG
Private Wealth Management Group Princeton, New Jersey $445M AUM 13.54% 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

Quaker Wealth Management's FRBA Position: Q3 2026 in Review

Quaker Wealth Management increased its First Bank (FRBA) stake by 0.52% in Q3 2026, buying an estimated $288 and bringing the position to 3,118 shares worth $53.7K. The position accounts for 0.02% of the portfolio, ranked #159.

Quaker Wealth Management first reported a position in FRBA in Q2 2025 and has held it in 6 quarters since. The position peaked at $55K in Q2 2026. 18 funds tracked by Wall St. Rank hold FRBA as of Q3 2026.

  • Quaker Wealth Management held 3,118 shares of First Bank worth $53.7K as of Q3 2026.
  • Quaker Wealth Management bought 16 First Bank shares in Q3 2026, an estimated $288.
  • First Bank made up 0.02% of Quaker Wealth Management's portfolio in Q3 2026, its #159 holding.
  • Quaker Wealth Management first reported a position in First Bank in Q2 2025 and has held it in 6 quarters since.
  • Quaker Wealth Management's First Bank position peaked at $55K in Q2 2026.
  • 18 funds tracked by Wall St. Rank held First Bank as of Q3 2026.

Based on Quaker Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.