FIRST BK WILLIAMSTOWN NEW JE - FRBA

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
Rows: 0
Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
BlackRock, Inc. History No change 1,989,818 35,279 0.0% 0.0% 1 0 0.0% Q2 2026 Aug 07, 2026
Patriot Financial Partners GP II, L.P. History No change 1,631,437 28,925 7.39% 7.39% 2 0 0.0% Q2 2026 Aug 13, 2026
DIMENSIONAL FUND ADVISORS LP History No change 1,090,980 19,342 0.0% 0.0% 3 0 0.0% Q2 2026 Aug 11, 2026
VANGUARD CAPITAL MANAGEMENT LLC History No change 1,018,752 18,062 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 13, 2026
BANC FUNDS CO LLC History No change 864,205 15,322 2.53% 2.53% 5 0 0.0% Q2 2026 Aug 13, 2026
ALLIANCEBERNSTEIN L.P. History No change 775,444 12,407 0.0% 0.0% 6 0 0.0% Q2 2026 Aug 14, 2026
AMERICAN CENTURY COMPANIES INC History No change 625,891 11,097 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 12, 2026
GEODE CAPITAL MANAGEMENT, LLC History No change 539,839 9,573 0.0% 0.0% 8 0 0.0% Q2 2026 Aug 12, 2026
ROYCE & ASSOCIATES LP History No change 534,424 9,475 0.08% 0.08% 9 0 0.0% Q2 2026 Aug 14, 2026
PL Capital Advisors, LLC History No change 478,887 8,490 2.36% 2.36% 10 0 0.0% Q2 2026 Jul 31, 2026
STATE STREET CORP History No change 420,713 7,459 0.0% 0.0% 11 0 0.0% Q2 2026 Sep 22, 2026
CSM Advisors, LLC History No change 287,670 5,100 0.11% 0.11% 12 0 0.0% Q2 2026 Aug 14, 2026
BRIDGEWAY CAPITAL MANAGEMENT, LLC History No change 224,467 3,979 0.07% 0.07% 13 0 0.0% Q2 2026 Aug 14, 2026
WELLINGTON MANAGEMENT GROUP LLP History No change 205,076 3,635 0.0% 0.0% 14 0 0.0% Q2 2026 Aug 14, 2026
OSAIC HOLDINGS, INC. History No change 198,777 3,524 0.0% 0.0% 15 0 0.0% Q2 2026 Aug 14, 2026
AQR CAPITAL MANAGEMENT LLC History No change 198,482 3,519 0.0% 0.0% 16 0 0.0% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History No change 185,603 3,290 0.0% 0.0% 17 0 0.0% Q2 2026 Aug 13, 2026
CITADEL ADVISORS LLC History No change 167,487 2,969 0.0% 0.0% 18 0 0.0% Q2 2026 Sep 02, 2026
Petiole USA ltd History No change 154,660 2,742 1.97% 1.97% 19 0 0.0% Q2 2026 Aug 13, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History No change 148,316 2,629 0.0% 0.0% 20 0 0.0% Q2 2026 Aug 13, 2026
Connor, Clark & Lunn Investment Management Ltd. History No change 147,258 2,610 0.0% 0.0% 21 0 0.0% Q2 2026 Aug 12, 2026
VANGUARD FIDUCIARY TRUST CO History No change 142,344 2,523 0.0% 0.0% 22 0 0.0% Q2 2026 Aug 13, 2026
Empowered Funds, LLC History No change 139,237 2,468 0.01% 0.01% 23 0 0.0% Q2 2026 Aug 14, 2026
TWO SIGMA INVESTMENTS, LP History No change 134,140 2,378 0.0% 0.0% 24 0 0.0% Q2 2026 Aug 14, 2026
Trexquant Investment LP History No change 121,516 2,154 0.01% 0.01% 25 0 0.0% Q2 2026 Aug 14, 2026
Russell Investments Group, Ltd. History No change 106,783 1,893 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 06, 2026
Man Group plc History No change 102,341 1,814 0.0% 0.0% 27 0 0.0% Q2 2026 Aug 14, 2026
MORGAN STANLEY History No change 99,768 1,768 0.0% 0.0% 28 0 0.0% Q2 2026 Aug 13, 2026
Bank of New York Mellon Corp History No change 97,532 1,729 0.0% 0.0% 29 0 0.0% Q2 2026 Aug 06, 2026
Qube Research & Technologies Ltd History No change 88,105 1,562 0.0% 0.0% 30 0 0.0% Q2 2026 Aug 14, 2026
GOLDMAN SACHS GROUP INC History No change 68,042 1,206 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History No change 61,461 1,089 0.0% 0.0% 32 0 0.0% Q2 2026 Aug 14, 2026
BANK OF AMERICA CORP /DE/ History No change 58,196 1,031 0.0% 0.0% 33 0 0.0% Q2 2026 Aug 14, 2026
HSBC HOLDINGS PLC History No change 57,477 1,006 0.0% 0.0% 34 0 0.0% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History No change 54,968 974 0.0% 0.0% 35 0 0.0% Q2 2026 Aug 13, 2026
ACADIAN ASSET MANAGEMENT LLC History No change 54,072 957 0.0% 0.0% 36 0 0.0% Q2 2026 Aug 13, 2026
GENDELL JEFFREY L History No change 48,939 867 0.01% 0.01% 37 0 0.0% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History No change 43,785 776 0.0% 0.0% 38 0 0.0% Q2 2026 Aug 13, 2026
Minerva Advisors LLC History No change 41,143 729 0.46% 0.46% 39 0 0.0% Q2 2026 Aug 12, 2026
STRS OHIO History No change 40,800 723 0.0% 0.0% 40 0 0.0% Q2 2026 Jul 30, 2026
BARCLAYS PLC History No change 40,736 722 0.0% 0.0% 41 0 0.0% Q2 2026 Aug 14, 2026
Creative Planning History No change 40,265 713 0.0% 0.0% 42 0 0.0% Q2 2026 Aug 13, 2026
Inspire Investing, LLC History No change 38,635 684 0.03% 0.03% 43 0 0.0% Q2 2026 Aug 12, 2026
ALGERT GLOBAL LLC History No change 37,551 665 0.01% 0.01% 44 0 0.0% Q2 2026 Aug 13, 2026
RENAISSANCE TECHNOLOGIES LLC History No change 35,150 623 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 13, 2026
RHUMBLINE ADVISERS History No change 31,417 557 0.0% 0.0% 46 0 0.0% Q2 2026 Aug 11, 2026
Nuveen, LLC History No change 31,157 552 0.0% 0.0% 47 0 0.0% Q2 2026 Aug 11, 2026
PFS Partners, LLC History No change 30,004 531 0.21% 0.21% 48 0 0.0% Q2 2026 Jul 20, 2026
THRIVENT FINANCIAL FOR LUTHERANS History No change 29,392 521 0.0% 0.0% 49 0 0.0% Q2 2026 Aug 14, 2026
AMERIPRISE FINANCIAL INC History No change 28,015 496 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
WELLS FARGO & COMPANY/MN History No change 24,542 435 0.0% 0.0% 51 0 0.0% Q2 2026 Aug 14, 2026
DEUTSCHE BANK AG\ History No change 21,641 383 0.0% 0.0% 52 0 0.0% Q2 2026 Aug 07, 2026
Invesco Ltd. History No change 18,965 336 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 14, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History No change 18,204 323 0.0% 0.0% 54 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 17,441 309 0.0% 0.0% 55 0 0.0% Q2 2026 Aug 11, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 17,842 307 0.0% 0.0% 56 0 0.0% Q2 2026 Jul 15, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 15,801 280 0.0% 0.0% 57 0 0.0% Q2 2026 Aug 19, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History No change 15,520 275 0.01% 0.01% 58 0 0.0% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History No change 15,450 273 0.0% 0.0% 59 0 0.0% Q2 2026 Aug 12, 2026
PHILADELPHIA TRUST CO History No change 15,000 266 0.02% 0.02% 60 0 0.0% Q2 2026 Aug 10, 2026
UBS Group AG History No change 14,754 261 0.0% 0.0% 61 0 0.0% Q2 2026 Aug 13, 2026
ExodusPoint Capital Management, LP History No change 13,192 233 0.0% 0.0% 62 0 0.0% Q2 2026 Aug 14, 2026
XTX Topco Ltd History No change 12,851 227 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
CITIGROUP INC History No change 12,547 222 0.0% 0.0% 64 0 0.0% Q2 2026 Aug 03, 2026
Squarepoint Ops LLC History No change 12,297 218 0.0% 0.0% 65 0 0.0% Q2 2026 Aug 14, 2026
PRINCETON CAPITAL MANAGEMENT LLC History No change 12,000 212 0.05% 0.05% 66 0 0.0% Q2 2026 Aug 11, 2026
MetLife Investment Management, LLC History No change 11,729 207 0.0% 0.0% 67 0 0.0% Q2 2026 Aug 13, 2026
Shepherd Financial Partners LLC History No change 11,638 206 0.02% 0.02% 68 0 0.0% Q2 2026 Aug 10, 2026
Sequoia Financial Advisors, LLC History No change 11,472 203 0.0% 0.0% 69 0 0.0% Q2 2026 Jul 17, 2026
Mariner, LLC History No change 10,421 184 0.0% 0.0% 70 0 0.0% Q2 2026 Aug 13, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History No change 10,213 181 0.0% 0.0% 71 0 0.0% Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History No change 10,001 177 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 05, 2026
JPMORGAN CHASE & CO History No change 9,290 162 0.0% 0.0% 73 0 0.0% Q2 2026 Aug 12, 2026
NEW YORK STATE COMMON RETIREMENT FUND History No change 8,852 156 0.0% 0.0% 74 0 0.0% Q2 2026 Jul 29, 2026
Vanguard Global Advisers, LLC History No change 8,161 144 0.0% 0.0% 75 0 0.0% Q2 2026 Aug 13, 2026
Police & Firemen's Retirement System of New Jersey History No change 7,761 137 0.0% 0.0% 76 0 0.0% Q2 2026 Jul 23, 2026
Byrne Asset Management LLC History No change 6,522 114 0.06% 0.06% 77 0 0.0% Q3 2026 Oct 06, 2026
BNP PARIBAS FINANCIAL MARKETS History No change 5,707 101 0.0% 0.0% 78 0 0.0% Q2 2026 Aug 13, 2026
Quaker Wealth Management, LLC History No change 3,102 55 0.02% 0.02% 79 0 0.0% Q2 2026 Jul 24, 2026
Glen Eagle Advisors, LLC History No change 3,000 53 0.01% 0.01% 80 0 0.0% Q2 2026 Aug 14, 2026
Tower Research Capital LLC (TRC) History No change 2,583 45 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 11, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 2,455 43 0.0% 0.0% 82 0 0.0% Q2 2026 Aug 07, 2026
Key FInancial Inc History No change 2,450 43 0.01% 0.01% 83 0 0.0% Q2 2026 Jul 24, 2026
Legal & General Group Plc History No change 2,242 39 0.0% 0.0% 84 0 0.0% Q2 2026 Aug 14, 2026
Ameritas Investment Partners, Inc. History No change 2,134 37 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 13, 2026
JONES FINANCIAL COMPANIES LLLP History No change 1,564 27 0.0% 0.0% 86 0 0.0% Q2 2026 Aug 14, 2026
FMR LLC History No change 1,340 23 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 13, 2026
Arax Advisory Partners History No change 1,154 20 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 10, 2026
ROYAL BANK OF CANADA History No change 1,052 19 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 14, 2026
State of Alaska, Department of Revenue History No change 1,015 17 0.0% 0.0% 90 0 0.0% Q2 2026 Jul 20, 2026
NewEdge Advisors, LLC History No change 942 16 0.0% 0.0% 91 0 0.0% Q2 2026 Aug 12, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History No change 869 15 0.0% 0.0% 92 0 0.0% Q2 2026 Aug 17, 2026
Private Wealth Management Group, LLC History No change 800 14 0.0% 0.0% 93 0 0.0% Q2 2026 Jul 27, 2026
Pinnacle Wealth Planning Services, Inc. History No change 740 13 0.0% 0.0% 94 0 0.0% Q2 2026 Aug 07, 2026
Rockefeller Capital Management L.P. History No change 625 11 0.0% 0.0% 95 0 0.0% Q2 2026 Aug 13, 2026
Versant Capital Management, Inc History No change 629 10 0.0% 0.0% 96 0 0.0% Q3 2026 Oct 01, 2026
HAZLETT, BURT & WATSON, INC. History No change 386 7 0.0% 0.0% 97 0 0.0% Q2 2026 Jul 30, 2026
Sterling Capital Management LLC History No change 447 7 0.0% 0.0% 98 0 0.0% Q2 2026 Jul 28, 2026
Allworth Financial LP History No change 434 7 0.0% 0.0% 99 0 0.0% Q2 2026 Aug 11, 2026
HARBOR CAPITAL ADVISORS, INC. History No change 362 6 0.0% 0.0% 100 0 0.0% Q2 2026 Aug 07, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History No change 283 5 0.0% 0.0% 101 0 0.0% Q2 2026 Aug 13, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History No change 303 5 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 24, 2026
GAMMA Investing LLC History No change 230 4 0.0% 0.0% 103 0 0.0% Q2 2026 Jul 07, 2026
IFP Advisors, Inc History No change 217 3 0.0% 0.0% 104 0 0.0% Q2 2026 Jul 20, 2026
Essential Partners LLC History No change 179 3 0.0% 0.0% 105 0 0.0% Q2 2026 Aug 10, 2026
US BANCORP \DE\ History No change 117 2 0.0% 0.0% 106 0 0.0% Q2 2026 Aug 12, 2026
EverSource Wealth Advisors, LLC History No change 151 2 0.0% 0.0% 107 0 0.0% Q2 2026 Jul 24, 2026
Smartleaf Asset Management LLC History No change 150 2 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 12, 2026
ROTHSCHILD INVESTMENT LLC History No change 88 1 0.0% 0.0% 109 0 0.0% Q2 2026 Aug 06, 2026
SIGNATUREFD, LLC History No change 59 1 0.0% 0.0% 110 0 0.0% Q2 2026 Jul 23, 2026
PICTON MAHONEY ASSET MANAGEMENT History No change 97 1 0.0% 0.0% 111 0 0.0% Q2 2026 Aug 13, 2026
Parallel Advisors, LLC History No change 91 1 0.0% 0.0% 112 0 0.0% Q2 2026 Aug 05, 2026
Covestor Ltd History No change 57 1 0.0% 0.0% 113 0 0.0% Q2 2026 Aug 07, 2026
True Wealth Design, LLC History No change 69 1 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 16, 2026
Farther Finance Advisors, LLC History No change 97 1 0.0% 0.0% 115 0 0.0% Q2 2026 Jul 17, 2026
Silver Grove Financial Group, Inc. History No change 85 1 0.0% 0.0% 116 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 5 0 — — — 0 0.0% Q2 2026 Aug 06, 2026
NISA INVESTMENT ADVISORS, LLC History No change 43 0 — — — 0 0.0% Q2 2026 Aug 10, 2026
Larson Financial Group LLC History No change 51 0 — — — 0 0.0% Q2 2026 Aug 14, 2026
Optiver Holding B.V. History No change 56 0 — — — 0 0.0% Q2 2026 Aug 12, 2026
SJS Investment Consulting Inc. History No change 15 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
CoreCap Advisors, LLC History No change 49 0 — — — 0 0.0% Q2 2026 Jul 06, 2026
Caitong International Asset Management Co., Ltd History No change 1 0 — — — 0 0.0% Q2 2026 Aug 04, 2026
JPL Wealth Management, LLC History No change 9 0 — — — 0 0.0% Q2 2026 Aug 13, 2026
Wealth Enhancement Trust Services, Inc. History No change 11 0 — — — 0 0.0% Q2 2026 Jul 22, 2026
Basecamp Wealth Advisors LLC History No change 21 0 — — — 0 0.0% Q2 2026 Aug 14, 2026