First Bank & Trust Q2 2026 Portfolio Activity: Significant Purchases and Sales Observed
Insights into holdings changes for First Bank & Trust as of June 30, 2026. Analysis highlights notable additions like Kimco Realty Corp (KIM) and Paychex Inc (PAYX), alongside substantial reductions in positions such as Huntington Bancshares (HBAN).
As part of our ongoing analysis of institutional investment patterns, we've examined the portfolio activity for First Bank & Trust as of June 30, 2026. This review focuses on changes observed during this quarter based on disclosed data.
The investor's portfolio saw notable shifts in specific sectors and individual holdings. Significant buying activity was detected in several areas:
- Real Estate: First Bank & Trust increased its stake substantially in Kimco Realty Corp (KIM), acquiring an additional 41,925 shares. This represents a massive 406.92% increase in holdings for this real estate investment trust.
- Technology: The investor also showed significant interest in the Paychex Inc (PAYX), adding 13,905 shares during the quarter. Similarly, a large purchase was noted for Medtronic Plc (MDT) with a full 100% change in shares.
- No such activity is disclosed in this filing.
In contrast, the investor disposed of considerable positions during Q2:
- Financial Services: A significant reduction occurred with Huntington Bancshares Inc. (HBAN). The position decreased by 11.6% in portfolio allocation, reflecting the sale of over 216,000 shares.
- Healthcare: Sanofi (SNY) experienced a substantial decrease following the disposal of approximately half its position. The reduction was highlighted by an 83.11% increase in shares from prior period, but coupled with significant sales.
- No such activity is disclosed in this filing.
These changes reflect a dynamic investment strategy focused on specific opportunities and exits during the quarter. The portfolio's overall structure includes large-cap core holdings like iShares Core (AGG), which maintained its position despite minor share adjustments.
For further details, you can explore First Bank & Trust's complete portfolio data on the Insiderset platform: First Bank & Trust Institutional Profile. The specific holdings changes discussed here are part of a broader set of activities observed by the investor.