Empfehlung
11,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
49.4
7 neu, 8 erhöht, 6,0M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | FIRST AMERICAN TRUST, FSB |
|---|---|
| Ticker | |
| CIK | 0000036066 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:34:41.473377 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| FIRST AMERICAN TRUST, FSB | 2,209,279 | 1,955,903 | 253,376 | 13,524,717 | Aufgestockt | +13,0% | |
| Pinnacle Wealth Management Advisory Group, LLC | 174,094 | 0 | 174,094 | 4,684,867 | Neu | +100,0% | |
| Atlatl Advisers LLC | 168,166 | 159,538 | 8,628 | 2,246,987 | Aufgestockt | +5,4% | |
| Ancora Advisors LLC | 39,943 | 39,836 | 107 | 768,086 | Aufgestockt | +0,3% | |
| SIMS INVESTMENT MANAGEMENT, LLC | 45,526 | 0 | 45,526 | 628,112 | Neu | +100,0% | |
| MOODY LYNN & LIEBERSON, LLC | 32,370 | 32,370 | 0 | 453,660 | Unverändert | 0,0% | |
| Wealth Preservation Advisors, LLC | 38,174 | 37,132 | 1,042 | 432,514 | Aufgestockt | +2,8% | |
| RFP Financial Group LLC | 20,759 | 0 | 20,759 | 287,797 | Neu | +100,0% | |
| First Financial Bank - Trust Division | 119,094 | 0 | 119,094 | 275,000 | Neu | +100,0% | |
| Monument Group Wealth Advisors, LLC | 11,623 | 0 | 11,623 | 162,895 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| FIRST AMERICAN TRUST, FSB | 2,209,279 | 13,524,717 | 66.62 |
| Pinnacle Wealth Management Advisory Group, LLC | 174,094 | 4,684,867 | 23.08 |
| Ancora Advisors LLC | 39,943 | 768,086 | 3.78 |
| MOODY LYNN & LIEBERSON, LLC | 32,370 | 453,660 | 2.23 |
| Wealth Preservation Advisors, LLC | 38,174 | 432,514 | 2.13 |
| First Financial Bank - Trust Division | 119,094 | 275,000 | 1.35 |
| Monument Group Wealth Advisors, LLC | 11,623 | 162,895 | 0.80 |