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FIRST AMERICAN TRUST, FSB: EFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST AMERICAN TRUST, FSB on EFG, newest first. How the timeline and the estimate are built.

FIRST AMERICAN TRUST, FSB held 29,207 EFG shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 29,207 shares
    Change vs previous 13F +2,817 shares

    0.22% of the 13F portfolio, value $3,633,948.

    13F-HR 0000036066-26-000009 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 26,390 shares
    Change vs previous 13F -707 shares

    0.2% of the 13F portfolio, value $2,939,049.

    13F-HR 0000036066-26-000007 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 27,097 shares
    Change vs previous 13F +1,374 shares

    0.21% of the 13F portfolio, value $3,086,895.

    13F-HR 0000036066-26-000002 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 25,723 shares
    Change vs previous 13F -1,776 shares

    0.21% of the 13F portfolio, value $2,929,343.

    13F-HR 0000036066-25-000013 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 27,499 shares
    Change vs previous 13F -21,790 shares

    0.25% of the 13F portfolio, value $3,079,888.

    13F-HR 0000036066-25-000009 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 49,289 shares
    Change vs previous 13F +14,657 shares

    0.45% of the 13F portfolio, value $4,928,900.

    13F-HR 0000036066-25-000007 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,632 shares
    Change vs previous 13F +5,811 shares

    0.33% of the 13F portfolio, value $3,353,415.

    13F-HR 0000036066-25-000003 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 28,821 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $3,102,583.

    13F-HR 0000036066-24-000013 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).