First Republic BankFRCB

13F holders, Q2 2024 (June 30)
29holders +1
6new positions
5sold out
$0.02avg. 13F price*

At the end of Q2 2024, 29 institutions reported holding First Republic Bank (FRCB) in their 13F filings, up 1 from Q1 2024. 6 opened new positions and 5 sold out. The largest holders were Parallel Advisors, LLC ($363), Lindbrook Capital, LLC ($157) and Avior Wealth Management, LLC ($32).

Company
First Republic Bank
CUSIP
33616C100
Latest filing quarter
Q2 2026

History

Number of 13F holders

0102030 Q1 2024: 28Q1 2024Q2 2024: 29Q2 2024Q3 2024: 22Q3 2024Q4 2024: 15Q4 2024Q1 2025: 11Q1 2025Q2 2025: 12Q2 2025Q3 2025: 12Q3 2025Q4 2025: 10Q4 2025Q1 2026: 10Q1 2026Q2 2026: 14Q2 2026

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions6$29
Exits5$1K

All 13F filers, Q1 2024 → Q2 2024: 1,639 shares bought and 1,890 shares sold, net −251 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 29 holders
Parallel Advisors, LLC 0.00% Reduce -6.6% 18,150 $363
Lindbrook Capital, LLC 0.00% No change 7,826 $157
Avior Wealth Management, LLC 0.00% No change 1,626 $32
Tucker Asset Management LLC 0.00% No change 1,400 $28
Caldwell Sutter Capital, Inc. 0.00% No change 1,228 $25
Private Ocean, LLC 0.00% New 614 $12
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 530 $9
Atlas Capital Advisors Inc. 0.00% No change 400 $8
Front Row Advisors LLC 0.00% New 325 $7
Creative Financial Designs Inc. 0.00% No change 310 $6
Hexagon Capital Partners LLC 0.00% No change 270 $6
Farther Finance Advisors, LLC 0.00% No change 347 $5
Ancora Advisors LLC 0.00% No change 220 $4
Plante Moran Financial Advisors, LLC 0.00% No change 153 $3
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% Add +473.3% 86 $1
Bay Harbor Wealth Management, LLC 0.00% No change 65 $1
Core Alternative Capital 0.00% No change 40 $1
Cornerstone Planning Group LLC 0.00% No change 15 $1
Ashton Thomas Private Wealth, LLC 0.00% New 73 $1
Huntington National Bank 0.00% Reduce -98.5% 1 $0
Hantz Financial Services, Inc. 0.00% Reduce -2.7% 935 $0
Westend Capital Management, LLC 0.00% New 1 $0
AlphaMark Advisors, LLC 0.00% No change 400 $0
Salomon & Ludwin, LLC 0.00% No change 8 $0
Archer Investment Corp 0.00% No change 21 $0
Wells Financial Advisors INC 0.00% New 24 $0
Quent Capital, LLC 0.00% Add +50.0% 3 $0

"% of holder's portfolio" is FRCB's weight in each manager's 13F, not the share of First Republic Bank the manager owns.