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.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
35 of 124 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FRBA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
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. 49% of total institutional value in FRBA is held by top-100 AUM funds, reflecting elite-tier ownership 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 Q2 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 June 30, 2026 · 46d ago
FRBA
+7.2%
XLF
+8.5%

FRBA outperformed XLF by -1.3% since June 30, 2026.

Since 13F Filing Date August 14, 2026 · 1d ago
FRBA
+0.0%
XLF
+0.0%

Since the filing became public, FRBA outperformed XLF by +0.0% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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
2026 Q2 Stats Unlock in 4 days 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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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
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. 7.39% 1,631,437 $28.9M
2 Banc Funds Co LLC 2.53% 864,205 $15.3M
3 PL Capital Advisors, LLC 2.36% 478,887 $8.5M
4 Petiole USA ltd 1.97% 154,660 $2.7M
5 Minerva Advisors LLC 0.46% 41,143 $729K
6 PFS Partners, LLC 0.22% 30,004 $532K
7 Royce & Associates LP 0.08% 534,424 $9.5M
8 Bridgeway Capital Management, LLC 0.07% 224,467 $4.0M
9 Byrne Asset Management LLC 0.06% 6,522 $116K
10 Princeton Capital Management LLC 0.05% 12,000 $213K
11 Inspire Investing, LLC 0.03% 38,635 $685K
12 Shepherd Financial Partners LLC 0.02% 11,638 $206K
13 Quaker Wealth Management, LLC 0.02% 3,102 $55K
14 Occudo Quantitative Strategies LP 0.01% 15,520 $275K
15 Trexquant Investment LP 0.01% 121,516 $2.2M
16 Algert Global LLC 0.01% 37,551 $666K
17 Gendell Jeffrey L 0.01% 48,939 $868K
18 Key FInancial Inc 0.01% 2,450 $43K
19 Glen Eagle Advisors, LLC 0.01% 3,000 $53K
20 Connor, Clark & Lunn Investment Management Ltd. 0.00% 147,258 $2.6M
21 American Century Companies Inc 0.00% 625,891 $11.1M
22 Osaic Holdings, INC. 0.00% 198,777 $3.5M
23 Alliancebernstein L.P. 0.00% 775,444 $12.4M
24 Private Wealth Management Group, LLC 0.00% 800 $14K
25 XTX Topco Ltd 0.00% 12,851 $228K
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?

Elite ownership — 49% AUM from top-100 funds: 35 of 124 holders are among the 100 largest funds by AUM, controlling 49% of total institutional value in FRBA. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

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 Q2 hedge fund 13F filings?

As of today, FRBA has moved +0.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to +0.0% for the XLF sector ETF — an outperformance of +0.0%. Since the quarter end (June 30, 2026), FRBA has gained +7.2% vs +8.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near 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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