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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
Q3 		$1.52K Buy
88
+19
+28% +$343 ﹤0.01% 1784
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

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

True Wealth Design's FRBA Position: Q3 2026 in Review

True Wealth Design increased its First Bank (FRBA) stake by 28% in Q3 2026, buying an estimated $343 and bringing the position to 88 shares worth $1.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

True Wealth Design first reported a position in FRBA in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold FRBA as of Q3 2026.

  • True Wealth Design held 88 shares of First Bank worth $1.52K as of Q3 2026.
  • True Wealth Design bought 19 First Bank shares in Q3 2026, an estimated $343.
  • First Bank made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1784 holding.
  • True Wealth Design first reported a position in First Bank in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held First Bank as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.