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Wealth Preservation Advisors’s First Bank FRBA Stock Holding History

Wealth Preservation Advisors’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 		– Sell
-5
Closed -$80 – 391
2026
Q1 		$80 Buy
+5
New +$82 ﹤0.01% 952

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BFC
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American Century Companies
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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 Preservation Advisors's FRBA Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of First Bank (FRBA) in Q2 2026, closing a stake of 5 shares — an estimated $80 sold.

Wealth Preservation Advisors first reported a position in FRBA in Q1 2026 and held it in 1 quarter. The position peaked at $80 in Q1 2026. 126 funds tracked by Wall St. Rank hold FRBA as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining First Bank position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 5 First Bank shares in Q2 2026, an estimated $80.
  • Wealth Preservation Advisors first reported a position in First Bank in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's First Bank position peaked at $80 in Q1 2026.
  • 126 funds tracked by Wall St. Rank held First Bank as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.