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Wilmington Savings Fund Society’s First Bank FRBA Stock Holding History

Wilmington Savings Fund Society’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
Q2 		– Sell
-254,719
Closed -$3.77M – 2078
2025
Q1 		$3.77M Hold
254,719
– – 0.07% 206
2024
Q4 		$3.58M Hold
254,719
– – 0.06% 219
2024
Q3 		$3.87M Buy
+254,719
New +$3.71M 0.07% 207

Other funds holding FRBA

PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wilmington Savings Fund Society's FRBA Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of First Bank (FRBA) in Q2 2025, closing a stake of 254,719 shares — an estimated $3.77M sold.

Wilmington Savings Fund Society first reported a position in FRBA in Q3 2024 and held it in 3 quarters. The position peaked at $3.87M in Q3 2024. 101 funds tracked by Wall St. Rank hold FRBA as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining First Bank position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 254,719 First Bank shares in Q2 2025, an estimated $3.77M.
  • Wilmington Savings Fund Society first reported a position in First Bank in Q3 2024 and held it in 3 quarters.
  • Wilmington Savings Fund Society's First Bank position peaked at $3.87M in Q3 2024.
  • 101 funds tracked by Wall St. Rank held First Bank as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.