First County Bank /ct/
First County Bank is a mutual community bank founded in 1851 and headquartered in Stamford, Connecticut. Serving primarily Fairfield County, CT, it offers personal and business banking services, commercial lending, wealth management through its First County Advisors division, and fiduciary services. With approximately 220–250 employees, it is known for local decision-making, community engagement, and a dedicated foundation supporting nonprofits. Clients include individuals, families, business owners, and nonprofits, reflecting a strong commitment to personalized service and local economic development.
Investment Strategy
First County Bank operates as a mutual community bank focused on the financial goals of its clients rather than outside shareholders, offering a comprehensive range of banking, lending, and investment services. Through its First County Advisors division, the bank emphasizes a holistic, client-focused approach to investment management, estate planning, and fiduciary services. The investment strategy centers on long-term financial planning, trusted relationships, and independent advice for individuals, families, and nonprofits, prioritizing local needs, prudent risk management, and tailored solutions that support clients at every life stage.
Top Holdings
Equity Positions (167)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | Microsoft Corp | 4.48% | $8.8M | 16,937 | $258.62 | $517.95 | +$470.7K |
N NVDA | Nvidia Corp | 4.34% | $8.5M | 45,613 | $39.84 | $186.58 | +$1.4M |
V VTV | Vanguard Value ETF | 4.16% | $8.1M | 43,659 | $153.22 | $186.49 | +$283.8K |
A AAPL | Apple Inc | 3.80% | $7.4M | 29,219 | $134.47 | $254.63 | +$1.5M |
I IJS | IShares S&P Small Cap 600 Value | 2.95% | $5.8M | 52,185 | $97.63 | $110.59 | +$692.7K |