Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

First Bk Williamstown New Je (FRBA)

123 + Investors. Track Smart Money conviction in FRBA. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
3Q ▲
Buyers last Q
61%

Smart Money Signals — FRBA

Based on 124 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds added FRBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
124 hedge funds hold FRBA right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 61% buying

67 buying42 selling
Last quarter: 67 funds were net buyers (15 opened a brand new position + 52 added to an existing one). Only 42 were sellers (31 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~15 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 9 → 15 → 18 → 15. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

48% of holders stayed for 2+ years

■ 48% conviction (2yr+) ■ 27% medium ■ 25% new
59 out of 124 hedge funds have held FRBA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

20 → 9 → 15 → 18 → 15 new funds/Q
New funds entering each quarter: 9 → 15 → 18 → 15. A growing number of institutions are discovering FRBA each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 55% veterans vs 33% newcomers

■ 55% veterans ■ 12% 1-2yr ■ 33% new
Entry-cohort mix of 124 holders: 68 (55%) are 2+ year veterans, 15 entered 1–2 years ago, and 41 (33%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 36% AUM from major funds

36% from top-100 AUM funds
35 of 124 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.0
out of 10
Moderate Exit Risk
Exit risk score 4.0/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — FRBA

In 2026 Q1, 67 hedge funds were net buyers of FRBA (15 opened a new position, 52 added to an existing one), while 42 reduced or exited (31 trimmed, 11 sold completely) — a 61% buyer ratio, indicating clear institutional accumulation. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 36% of total institutional value in FRBA is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 124.

Hedge Fund Ownership: FRBA

How many hedge funds hold FRBA — quarterly history vs. share price
Quarterly hedge fund ownership of FRBA vs. share price

Market Analysis: FRBA

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FRBA

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy First Bk Williamstown New Je (FRBA) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much FRBA has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 91d ago
FRBA
+10.1%
XLF
+9.2%

FRBA outperformed XLF by +0.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 46d ago
FRBA
+16.7%
XLF
+5.5%

Since the filing became public, FRBA outperformed XLF by +11.2% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

16 top-rated funds 1 high-conviction
Consensus
5.3
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: FRBA
123 + Investors

Track Smart Money conviction in FRBA. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 123 120 2.5%
13F Shares 14M 14M 1.78%
Total Value $221M $227M -2.66%
New Positions 14 18 -4
Increased Positions 52 41 +11
Closed Positions 11 5 +6
Reduced Positions 31 37 -6
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: FRBA

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Institutional Holders (2026 Q1)

123 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FRBA. Verified SEC 13F-HR filings.

QUARTER:
Top 25 FRBA holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Patriot Financial Partners GP II, L.P. 6.72% 1,631,437 $26.1M
2 Banc Funds Co LLC 2.57% 864,205 $13.8M
3 PL Capital Advisors, LLC 2.31% 478,887 $7.7M
4 Petiole USA ltd 1.73% 154,660 $2.5M
5 Minerva Advisors LLC 0.42% 41,143 $658K
6 PFS Partners, LLC 0.22% 29,989 $480K
7 Royce & Associates LP 0.09% 555,883 $8.9M
8 Bridgeway Capital Management, LLC 0.07% 216,921 $3.5M
9 Byrne Asset Management LLC 0.06% 6,522 $104K
10 Princeton Capital Management LLC 0.05% 12,000 $192K
11 Inspire Investing, LLC 0.04% 32,081 $513K
12 Segall Bryant & Hamill, LLC 0.03% 102,218 $1.6M
13 Martingale Asset Management L P 0.02% 53,874 $862K
14 Quaker Wealth Management, LLC 0.02% 3,084 $49K
15 Empowered Funds, LLC 0.01% 131,691 $2.1M
16 Campbell & CO Investment Adviser LLC 0.01% 12,039 $193K
17 Gendell Jeffrey L 0.01% 48,939 $783K
18 Bryn Mawr Trust Advisors, LLC 0.01% 12,198 $195K
19 Trexquant Investment LP 0.01% 70,074 $1.1M
20 Key FInancial Inc 0.01% 2,450 $39K
21 Waldron Private Wealth LLC 0.01% 10,988 $176K
22 Princeton Global Asset Management LLC 0.01% 2,618 $42K
23 Glen Eagle Advisors, LLC 0.01% 3,000 $48K
24 Connor, Clark & Lunn Investment Management Ltd. 0.01% 168,385 $2.7M
25 XTX Topco Ltd 0.00% 16,666 $267K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — First Bk Williamstown New Je (FRBA)

What does the Smart Money Trend signal show for FRBA?

Buying streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds added FRBA than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for FRBA?

More buyers than sellers — 61% buying: Last quarter: 67 funds were net buyers (15 opened a brand new position + 52 added to an existing one). Only 42 were sellers (31 trimmed + 11 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for FRBA holders?

Strong quality — 36% AUM from major funds: 35 of 124 holders rank in the top 100 by AUM, accounting for 36% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held FRBA?

48% of holders stayed for 2+ years: 59 out of 124 hedge funds have held FRBA for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy First Bk Williamstown New Je (FRBA) following the 2026 Q1 hedge fund 13F filings?

As of today, FRBA has moved +16.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.5% for the XLF sector ETF — an outperformance of +11.2%. Since the quarter end (March 31, 2026), FRBA has gained +10.1% vs +9.2% for XLF. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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