First Republic BankFRCB 13F holders, Q1 2024 (March 31) 28 holders
$0.08 avg. 13F price*
At the end of Q1 2024 , 28 institutions reported holding First Republic Bank (FRCB) in their 13F filings. The largest holders were Lanark Financial, Inc. ($1K), Parallel Advisors, LLC ($738) and American Capital Advisory, LLC ($392).
Company First Republic Bank
CUSIP 33616C100
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q1 2024 Institutions Total Value New Positions 5 $1K Exits 13 $538
Ownership 28 holders Portfolio Manager % of Holder's Portfolio Change Shares Value ▼ Lanark Financial, Inc. 0.00% New 200 $1K Parallel Advisors, LLC 0.00% Reduce -1.5% 19,434 $738 American Capital Advisory, LLC 0.00% New 28 $392 Lindbrook Capital, LLC 0.00% No change 7,826 $297 Avior Wealth Management, LLC 0.00% Reduce -0.9% 1,626 $61 Tucker Asset Management LLC 0.00% No change 1,400 $53 Caldwell Sutter Capital, Inc. 0.00% No change 1,228 $47 Atlas Capital Advisors Inc. 0.00% No change 400 $15 Farther Finance Advisors, LLC 0.00% Add +638.3% 347 $13 Creative Financial Designs Inc. 0.00% No change 310 $12 Hexagon Capital Partners LLC 0.00% No change 270 $10 Ancora Advisors LLC 0.00% No change 220 $9 LifeSteps Financial, Inc. 0.00% New 200 $8 Plante Moran Financial Advisors, LLC 0.00% Reduce -85.5% 153 $6 Operose Advisors LLC 0.00% New 86 $3 Huntington National Bank 0.00% No change 66 $2 Bay Harbor Wealth Management, LLC 0.00% No change 65 $2 Core Alternative Capital 0.00% New 40 $2 St Germain D J Co. Inc. 0.00% No change 28 $1 Mascoma Wealth Management LLC 0.00% No change 32 $1 EverSource Wealth Advisors, LLC 0.00% No change 15 $1 Archer Investment Corp 0.00% No change 21 $1 Cornerstone Planning Group LLC 0.00% No change 15 $1 Hantz Financial Services, Inc. 0.00% Reduce -6.2% 961 $0 AlphaMark Advisors, LLC 0.00% No change 400 $0 Salomon & Ludwin, LLC 0.00% No change 8 $0 SOA Wealth Advisors, LLC. 0.00% No change 1 $0 Quent Capital, LLC 0.00% Reduce -33.3% 2 $0
"% of holder's portfolio" is FRCB's weight in each manager's 13F, not the share of First Republic Bank the manager owns.