Whittier Trust’s First Bank FRBA Stock Holding History

Whittier Trust’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
2025 Q4	–	Sell	-26	Closed	-$414	–	1374
2025 Q3	$414	Buy	+26	New	+$416	﹤0.01%	1357

Other funds holding FRBA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PCA

PL Capital Advisors Naples, Florida $360M AUM 32.54% 1-Year Est. Return

Whittier Trust's FRBA Position: Q4 2025 in Review

Whittier Trust sold out of First Bank (FRBA) in Q4 2025, closing a stake of 26 shares — an estimated $414 sold.

Whittier Trust first reported a position in FRBA in Q3 2025 and held it in 1 quarter. The position peaked at $414 in Q3 2025. 121 funds tracked by Wall St. Rank hold FRBA as of Q4 2025.

Whittier Trust reported no remaining First Bank position as of Q4 2025 after selling out during the quarter.
Whittier Trust sold 26 First Bank shares in Q4 2025, an estimated $414.
Whittier Trust first reported a position in First Bank in Q3 2025 and held it in 1 quarter.
Whittier Trust's First Bank position peaked at $414 in Q3 2025.
121 funds tracked by Wall St. Rank held First Bank as of Q4 2025.

Based on Whittier Trust's 13F filing for Q4 2025, filed 26 Jan 2026.