First Republic BankFRCB

13F holders, Q4 2024 (December 31)
15holders −7
0new positions
8sold out
$0.00avg. 13F price*

At the end of Q4 2024, 15 institutions reported holding First Republic Bank (FRCB) in their 13F filings, down 7 from Q3 2024. 0 opened new positions and 8 sold out. The largest holders were Avior Wealth Management, LLC ($5), Tucker Asset Management LLC ($5) and Comprehensive Financial Planning, Inc. ($5).

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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits8$344

All 13F filers, Q3 2024 → Q4 2024: 120 shares bought and 27,586 shares sold, net −27,466 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

Avior Wealth Management, LLC 0.00% Add +7.2% 1,689 $5
Tucker Asset Management LLC 0.00% No change 1,400 $5
Comprehensive Financial Planning, Inc. 0.00% — 1,600 $5
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% Reduce -0.2% 529 $1
Farther Finance Advisors, LLC 0.00% Reduce -1.4% 342 $1
Huntington National Bank 0.00% Add +700.0% 8 $0
St Germain D J Co. Inc. 0.00% No change 28 $0
Hantz Financial Services, Inc. 0.00% Reduce -2.7% 910 $0
Westend Capital Management, LLC 0.00% No change 1 $0
Ancora Advisors LLC 0.00% No change 147 $0
Salomon & Ludwin, LLC 0.00% No change 8 $0
Bay Harbor Wealth Management, LLC 0.00% No change 65 $0
Core Alternative Capital 0.00% No change 40 $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.