First Republic BankFRCB

13F holders, Q3 2024 (September 30)
22holders −7
0new positions
6sold out
$0.01avg. 13F price*

At the end of Q3 2024, 22 institutions reported holding First Republic Bank (FRCB) in their 13F filings, down 7 from Q2 2024. 0 opened new positions and 6 sold out. The largest holders were Parallel Advisors, LLC ($227), Lindbrook Capital, LLC ($98) and Avior Wealth Management, LLC ($19).

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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions0$0
Exits6$17

All 13F filers, Q2 2024 → Q3 2024: 1,860 shares sold, net −1,860 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 22 holders
Parallel Advisors, LLC 0.00% No change 18,150 $227
Lindbrook Capital, LLC 0.00% No change 7,826 $98
Avior Wealth Management, LLC 0.00% Reduce -3.1% 1,576 $19
Tucker Asset Management LLC 0.00% No change 1,400 $18
Caldwell Sutter Capital, Inc. 0.00% Reduce -40.7% 728 $9
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% No change 530 $5
Creative Financial Designs Inc. 0.00% No change 310 $4
Farther Finance Advisors, LLC 0.00% No change 347 $4
Hexagon Capital Partners LLC 0.00% No change 270 $3
Plante Moran Financial Advisors, LLC 0.00% No change 153 $2
Ancora Advisors LLC 0.00% Reduce -33.2% 147 $2
EverSource Wealth Advisors, LLC 0.00% No change 86 $1
Core Alternative Capital 0.00% No change 40 $1
Huntington National Bank 0.00% No change 1 $0
St Germain D J Co. Inc. 0.00% No change 28 $0
Hantz Financial Services, Inc. 0.00% No change 935 $0
Westend Capital Management, LLC 0.00% No change 1 $0
Mascoma Wealth Management LLC 0.00% No change 32 $0
Salomon & Ludwin, LLC 0.00% No change 8 $0
Bay Harbor Wealth Management, LLC 0.00% No change 65 $0
Archer Investment Corp 0.00% No change 21 $0
Quent Capital, LLC 0.00% No change 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.