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Waldron Private Wealth’s First Bank FRBA Stock Holding History

Waldron Private 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
2026
Q1 		$176K Hold
10,988
– – 0.01% 336
2025
Q4 		$181K Hold
10,988
– – 0.01% 319
2025
Q3 		$179K Buy
+10,988
New +$176K 0.01% 308

Other funds holding FRBA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $388M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return

Waldron Private Wealth's FRBA Position: Q1 2026 in Review

Waldron Private Wealth held its First Bank (FRBA) position steady in Q1 2026 at 10,988 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #336.

Waldron Private Wealth first reported a position in FRBA in Q3 2025 and has held it in 3 quarters since. The position peaked at $181K in Q4 2025. 128 funds tracked by Wall St. Rank hold FRBA as of Q1 2026.

  • Waldron Private Wealth held 10,988 shares of First Bank worth $176K as of Q1 2026.
  • Waldron Private Wealth left its First Bank share count unchanged in Q1 2026.
  • First Bank made up 0.01% of Waldron Private Wealth's portfolio in Q1 2026, its #336 holding.
  • Waldron Private Wealth first reported a position in First Bank in Q3 2025 and has held it in 3 quarters since.
  • Waldron Private Wealth's First Bank position peaked at $181K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held First Bank as of Q1 2026.

Based on Waldron Private Wealth's 13F filing for Q1 2026, filed 10 Apr 2026.