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FIRST AMERICAN TRUST, FSB: MTBA position timeline

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

FIRST AMERICAN TRUST, FSB held 158,653 MTBA 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 158,653 shares
    Change vs previous 13F +16,974 shares

    0.47% of the 13F portfolio, value $7,785,104.

    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 141,679 shares
    Change vs previous 13F -3,666 shares

    0.47% of the 13F portfolio, value $7,007,447.

    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 145,345 shares
    Change vs previous 13F -3,151 shares

    0.5% of the 13F portfolio, value $7,326,835.

    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 148,496 shares
    Change vs previous 13F +533 shares

    0.54% of the 13F portfolio, value $7,476,790.

    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 147,963 shares
    Change vs previous 13F -16,212 shares

    0.59% of the 13F portfolio, value $7,411,475.

    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 164,175 shares
    Change vs previous 13F +12,000 shares

    0.76% of the 13F portfolio, value $8,231,734.

    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 152,175 shares
    Change vs previous 13F +18,336 shares

    0.75% of the 13F portfolio, value $7,561,576.

    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 133,839 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $6,890,032.

    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).