SVB Wealth’s First Bank FRBA Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-218	Closed	-$3.23K	–	930
2025 Q1	$3.23K	Buy	+218	New	+$3.2K	﹤0.01%	1124

Other funds holding FRBA

PFP

Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SVB Wealth's FRBA Position: Q2 2025 in Review

SVB Wealth sold out of First Bank (FRBA) in Q2 2025, closing a stake of 218 shares — an estimated $3.23K sold.

SVB Wealth first reported a position in FRBA in Q1 2025 and held it in 1 quarter. The position peaked at $3.23K in Q1 2025. 101 funds tracked by Wall St. Rank hold FRBA as of Q2 2025.

SVB Wealth reported no remaining First Bank position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 218 First Bank shares in Q2 2025, an estimated $3.23K.
SVB Wealth first reported a position in First Bank in Q1 2025 and held it in 1 quarter.
SVB Wealth's First Bank position peaked at $3.23K in Q1 2025.
101 funds tracked by Wall St. Rank held First Bank as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.