BFG
FRC

Barber Financial Group’s First Republic Bank FRC Stock Holding History

Barber Financial Group’s Portfolio FRC Stock Details FRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.12M Buy
+80,000
New +$8.2M 0.2% 46

Other funds holding FRC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Barber Financial Group's FRC Position: Q1 2023 in Review

Barber Financial Group opened a new position in First Republic Bank (FRC) in Q1 2023: 80,000 shares worth $1.12M. The stake represents 0.2% of the portfolio and ranks #46 among its holdings.

494 funds tracked by Wall St. Rank hold FRC as of Q1 2023.

  • Barber Financial Group held 80,000 shares of First Republic Bank worth $1.12M as of Q1 2023.
  • First Republic Bank was a new Barber Financial Group position in Q1 2023.
  • First Republic Bank made up 0.2% of Barber Financial Group's portfolio in Q1 2023, its #46 holding.
  • 494 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2023.

Based on Barber Financial Group's 13F filing for Q1 2023, filed 4 May 2023.