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Rothschild Investment LLC’s First Bank FRBA Stock Holding History

Rothschild Investment LLC’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 		$1.56K Buy
88
+33
+60% +$530 ﹤0.01% 2858
2026
Q1 		$880 Buy
55
+33
+150% +$540 ﹤0.01% 2927
2025
Q4 		$362 Buy
+22
New +$352 ﹤0.01% 3009
2025
Q2 		– Sell
-15
Closed -$222 – 3086
2025
Q1 		$222 Sell
15
-15
-50% -$220 ﹤0.01% 2825
2024
Q4 		$422 Buy
+30
New +$439 ﹤0.01% 2596

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

Rothschild Investment LLC's FRBA Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Bank (FRBA) stake by 60% in Q2 2026, buying an estimated $530 and bringing the position to 88 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #2858.

Rothschild Investment LLC first reported a position in FRBA in Q4 2024 and has held it in 5 quarters since. 126 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Rothschild Investment LLC held 88 shares of First Bank worth $1.56K as of Q2 2026.
  • Rothschild Investment LLC bought 33 First Bank shares in Q2 2026, an estimated $530.
  • First Bank made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2858 holding.
  • Rothschild Investment LLC first reported a position in First Bank in Q4 2024 and has held it in 5 quarters since.
  • 126 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.