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Shepherd Financial Partners’s First Bank FRBA Stock Holding History

Shepherd 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 		$206K Buy
+11,638
New +$187K 0.02% 251

Other funds holding FRBA

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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

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

Shepherd Financial Partners opened a new position in First Bank (FRBA) in Q2 2026: 11,638 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings.

127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Shepherd Financial Partners held 11,638 shares of First Bank worth $206K as of Q2 2026.
  • First Bank was a new Shepherd Financial Partners position in Q2 2026.
  • First Bank made up 0.02% of Shepherd Financial Partners's portfolio in Q2 2026, its #251 holding.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.