Comprehensive Financial Planning’s First Republic Bank FRC Stock Holding History

Comprehensive Financial Planning’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
2026 Q2	$2	Hold	1,600	–	–	﹤0.01%	424
2026 Q1	$0	Hold	1,600	–	–	﹤0.01%	444
2025 Q4	$1	Hold	1,600	–	–	﹤0.01%	414
2025 Q3	$5	Hold	1,600	–	–	﹤0.01%	347
2025 Q2	$16	Hold	1,600	–	–	﹤0.01%	337
2025 Q1	$5	Hold	1,600	–	–	﹤0.01%	330
2024 Q4	$5	Buy	+1,600	New	+$5	﹤0.01%	354

Comprehensive Financial Planning's FRC Position: Q2 2026 in Review

Comprehensive Financial Planning held its First Republic Bank (FRC) position steady in Q2 2026 at 1,600 shares worth $2. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Comprehensive Financial Planning first reported a position in FRC in Q4 2024 and has held it in 7 quarters since. The position peaked at $16 in Q2 2025. 14 funds tracked by Wall St. Rank hold FRC as of Q2 2026.

Comprehensive Financial Planning held 1,600 shares of First Republic Bank worth $2 as of Q2 2026.
Comprehensive Financial Planning left its First Republic Bank share count unchanged in Q2 2026.
First Republic Bank made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q2 2026, its #424 holding.
Comprehensive Financial Planning first reported a position in First Republic Bank in Q4 2024 and has held it in 7 quarters since.
Comprehensive Financial Planning's First Republic Bank position peaked at $16 in Q2 2025.
14 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2026.

Based on Comprehensive Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.