Root Financial Partners’s First Bank FRBA Stock Holding History

Root Financial Partners’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	–	Sell	-12	Closed	-$192	–	1427
2026 Q1	$192	Buy	+12	New	+$196	﹤0.01%	3162

Other funds holding FRBA

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Root Financial Partners's FRBA Position: Q2 2026 in Review

Root Financial Partners sold out of First Bank (FRBA) in Q2 2026, closing a stake of 12 shares — an estimated $192 sold.

Root Financial Partners first reported a position in FRBA in Q1 2026 and held it in 1 quarter. The position peaked at $192 in Q1 2026. 126 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

Root Financial Partners reported no remaining First Bank position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 12 First Bank shares in Q2 2026, an estimated $192.
Root Financial Partners first reported a position in First Bank in Q1 2026 and held it in 1 quarter.
Root Financial Partners's First Bank position peaked at $192 in Q1 2026.
126 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.