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True Wealth Design’s First Bank FRBA Stock Holding History

True Wealth Design’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 		$1.22K Buy
69
+32
+86% +$514 ﹤0.01% 1907
2026
Q1 		$592 Buy
37
+1
+3% +$16 ﹤0.01% 1991
2025
Q4 		$593 Buy
36
+19
+112% +$304 ﹤0.01% 1898
2025
Q3 		$277 Buy
+17
New +$272 ﹤0.01% 2216
2025
Q2 		– Sell
-20
Closed -$297 – 2666
2025
Q1 		$297 Buy
+20
New +$294 ﹤0.01% 1781

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

True Wealth Design's FRBA Position: Q2 2026 in Review

True Wealth Design increased its First Bank (FRBA) stake by 86% in Q2 2026, buying an estimated $514 and bringing the position to 69 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1907.

True Wealth Design first reported a position in FRBA in Q1 2025 and has held it in 5 quarters since. 127 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • True Wealth Design held 69 shares of First Bank worth $1.22K as of Q2 2026.
  • True Wealth Design bought 32 First Bank shares in Q2 2026, an estimated $514.
  • First Bank made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1907 holding.
  • True Wealth Design first reported a position in First Bank in Q1 2025 and has held it in 5 quarters since.
  • 127 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.