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
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% +$4.55K ﹤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

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

Wealth Enhancement Advisory Services's FRBA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Bank (FRBA) stake by 25% in Q2 2026, buying an estimated $56.9K and bringing the position to 17,842 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #3180.

Wealth Enhancement Advisory Services first reported a position in FRBA in Q3 2023 and has held it in 12 quarters since. 126 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 17,842 shares of First Bank worth $308K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 3,544 First Bank shares in Q2 2026, an estimated $56.9K.
  • First Bank made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3180 holding.
  • Wealth Enhancement Advisory Services first reported a position in First Bank in Q3 2023 and has held it in 12 quarters since.
  • 126 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.