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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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: Q1 2026 in Review

Comprehensive Financial Planning held its First Republic Bank (FRC) position steady in Q1 2026 at 1,600 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Comprehensive Financial Planning first reported a position in FRC in Q4 2024 and has held it in 6 quarters since. The position peaked at $16 in Q2 2025. 10 funds tracked by Wall St. Rank hold FRC as of Q1 2026.

  • Comprehensive Financial Planning held 1,600 shares of First Republic Bank worth $0 as of Q1 2026.
  • Comprehensive Financial Planning left its First Republic Bank share count unchanged in Q1 2026.
  • First Republic Bank made up ﹤0.01% of Comprehensive Financial Planning's portfolio in Q1 2026, its #444 holding.
  • Comprehensive Financial Planning first reported a position in First Republic Bank in Q4 2024 and has held it in 6 quarters since.
  • Comprehensive Financial Planning's First Republic Bank position peaked at $16 in Q2 2025.
  • 10 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2026.

Based on Comprehensive Financial Planning's 13F filing for Q1 2026, filed 7 Apr 2026.