Wealth Enhancement Advisory Services
FRBA icon

Wealth Enhancement Advisory Services’s First Bank FRBA Stock Holding History

Wealth Enhancement Advisory Services’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 		$386K Buy
21,831
+3,989
+22% +$71.9K ﹤0.01% 3085
2026
Q2 		$308K Buy
17,842
+3,544
+25% +$56.9K ﹤0.01% 3180
2026
Q1 		$231K Buy
14,298
+696
+5% +$11.4K ﹤0.01% 3020
2025
Q4 		$224K Buy
13,602
+487
+4% +$7.79K ﹤0.01% 3179
2025
Q3 		$205K Buy
13,115
+953
+8% +$15.3K ﹤0.01% 3122
2025
Q2 		$199K Sell
12,162
-801
-6% -$11.6K ﹤0.01% 3002
2025
Q1 		$192K Buy
12,963
+310
+2% +$4.56K ﹤0.01% 2640
2024
Q4 		$178K Buy
12,653
+1,110
+10% +$16.3K ﹤0.01% 2715
2024
Q3 		$175K Buy
11,543
+49
+0.4% +$715 ﹤0.01% 2473
2024
Q2 		$146K Buy
11,494
+126
+1% +$1.54K ﹤0.01% 2350
2024
Q1 		$156K Hold
11,368
– – ﹤0.01% 2245
2023
Q4 		$167K Sell
11,368
-8
-0.1% -$99 ﹤0.01% 2115
2023
Q3 		$123K Buy
+11,376
New +$132K ﹤0.01% 2076

Other funds holding FRBA

Patriot Financial Partners GP II
Patriot Financial Partners GP II Radnor, Pennsylvania $307M AUM 22.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PFS Partners
PFS Partners Mine Hill, New Jersey $246M AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services's FRBA Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its First Bank (FRBA) stake by 22% in Q3 2026, buying an estimated $71.9K and bringing the position to 21,831 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #3085.

Wealth Enhancement Advisory Services first reported a position in FRBA in Q3 2023 and has held it in 13 quarters since. 50 funds tracked by Wall St. Rank hold FRBA as of Q3 2026.

  • Wealth Enhancement Advisory Services held 21,831 shares of First Bank worth $386K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 3,989 First Bank shares in Q3 2026, an estimated $71.9K.
  • First Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3085 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Bank in Q3 2023 and has held it in 13 quarters since.
  • 50 funds tracked by Wall St. Rank held First Bank as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.