Sign In
test

Patricia Frisch

Anb Bank

Assets Managed
$247.264M
Holdings
128
Last Quarter
2026 - Q1
Filed Date
2mo 10d ago
Growth Rate
-1.9%(2Q avg: 0.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Anb Bank's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 128 positions.

Assets under management

The assets under management (AUM) of Anb Bank over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 247.264M in assets, with a quarterly growth rate of -1.9% and a 2-quarter average growth rate of 0.15%. The portfolio is managed by Patricia Frisch, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Decreased -4.44%
9.06%
$22.378M
331,383 shares@ $67.54 avg price
SPY
Spdr S&p 500 Etf Trust
Recent Activity
Decreased -0.83%
7.61%
$18.795M
28,901 shares@ $650.34 avg price
IWM
Ishares Russell 2000 Etf
Recent Activity
Decreased -8.84%
7.6%
$18.781M
75,731 shares@ $248.0 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Increased 2.36%
6.28%
$15.521M
159,795 shares@ $97.13 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.4%
4.1%
$10.13M
39,916 shares@ $253.8 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -1.53%
3.08%
$7.597M
26,482 shares@ $286.87 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 2.75%
3.06%
$7.564M
20,433 shares@ $370.18 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -0.56%
2.64%
$6.521M
13,609 shares@ $479.2 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.13%
2.09%
$5.155M
41,469 shares@ $124.32 avg price
V
Visa Inc-class A Shares
Recent Activity
Decreased -1.64%
2.04%
$5.04M
16,676 shares@ $302.24 avg price

1-10 of 128