FRBA β€” FIRST BANK WILLIAMSTOWN NJ

Ownership history in Minerva Advisors LLC  Β·  10 quarters on record

This page tracks every 13F SEC filing in which Minerva Advisors LLC reported a position in FIRST BANK WILLIAMSTOWN NJ (FRBA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.45% (2025 Q4)
πŸ“Š Avg. % of fund
0.38%
πŸ“… First filed
2023 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
10

Position Intelligence

Minerva Advisors LLC Γ— FRBA AI Analytics

πŸ“‰ Minerva Advisors LLC underperformed the S&P 500 by –11.4% annually on this FRBA position. Maximum drawdown during holding period: –12.5%.

πŸ“ˆ Position Alpha vs SPY
-11.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 11.4% ann.
8 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–12.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.45% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    FRBA price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 41,143 β€” 0% 0.45% $677K $16.37
2025 Q3 UNCHANGED 41,143 β€” 0% 0.43% $670K $16.14
2025 Q2 UNCHANGED 41,143 β€” 0% 0.42% $635K $15.27
2025 Q1 UNCHANGED 41,143 β€” 0% 0.43% $609K $14.56
2024 Q4 UNCHANGED 41,143 β€” 0% 0.34% $579K $13.78
2024 Q3 UNCHANGED 41,143 β€” 0% 0.36% $625K $14.82
2024 Q2 UNCHANGED 41,143 β€” 0% 0.35% $521K $12.37
2024 Q1 UNCHANGED 41,143 β€” 0% 0.34% $563K $13.28
2023 Q4 UNCHANGED 41,143 β€” 0% 0.38% $604K $14.14
2023 Q3 INITIATED 41,143 β€” β€” 0.31% $443K β€”

🏒 Other funds also holding FRBA

As of 2025 Q4 β€” sorted by position size

PL Capital Advisors, LLC 3Y 7Y 2.48% Petiole USA ltd 3Y 1.65% IAM Advisory, LLC 3Y 0.31% PFS Partners, LLC 0.23% ROYCE & ASSOCIATES LP 3Y 7Y 0.09% BRIDGEWAY CAPITAL MANAGEMENT, LLC 3Y 7Y 0.07% CSM Advisors, LLC 3Y 0.06% PRINCETON CAPITAL MANAGEMENT LLC 3Y 7Y 0.05% Inspire Investing, LLC 3Y 7Y 0.04% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.03%
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