Basswood Capital Management’s First Republic Bank FRC Stock Holding History

Basswood Capital Management’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 Q3	–	Sell	-920,236	Closed	-$506K	–	108
2023 Q2	$506K	Buy	920,236 +630,513	+218%	+$7.71M	0.04%	97
2023 Q1	$4.05M	Buy	+289,723	New	+$29.7M	0.28%	81

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Parallel Advisors San Francisco, California $5.55B AUM 17.89% 1-Year Est. Return

Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $4.39B AUM 26.6% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Hollencrest Capital Management Newport Beach, California $2.69B AUM 23.62% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $10.6B AUM 19.99% 1-Year Est. Return

JDM Financial Group Austin, Texas $259M AUM 15.92% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return