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First Bank shares owned by Beacon Pointe Wealth Advisors

Quarter-by-quarter ownership of First Bank (FRBA) shares owned by Beacon Pointe Wealth Advisors from 13F filings

Historical chart of Beacon Pointe Wealth Advisors investment in First Bank

Tip: Access up to 7 years of quarterly data

All positions including First Bank held by Beacon Pointe Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Bank by Beacon Pointe Wealth Advisors

Quarter filed Position value Share count Share price at filing
2019-12-31 $487k 44k 11.06

More positions owned by Beacon Pointe Wealth Advisors

iShares S&P 500 Index (IVV)
Vanguard S&p 500 Etf idx (VOO)
J P Morgan Exchange Traded F ultra shrt (JPST)
Pgim Ultra Short Bd Etf etf/closed end- (PULS)
Ishares Core Msci Eafe Etf core msci eafe (IEFA)
iShares Russell 1000 Growth Index (IWF)
Apple (AAPL)
Vanguard Europe Pacific ETF (VEA)
Vanguard Extended Market ETF (VXF)
iShares Russell 1000 Index (IWB)
Vanguard High Dividend Yield ETF (VYM)
American Campus Communities
Pacific Premier Ban (PPBI)
iShares Russell 3000 Index (IWV)
Vanguard Emerging Markets ETF (VWO)

View all positions for Beacon Pointe Wealth Advisors

Top funds holding First Bank

Patriot Financial Partners GP
BlackRock
Banc Funds Company
Vanguard Group
Dimensional Fund Advisors
Alliancebernstein
Wellington Management Company
PL Capital Advisors
Geode Capital Management
State Street Corporation
Capital Market Strategies
Bryn Mawr Trust
American Century Companies
IAM Advisory
Northern Trust

View all funds holding First Bank