Creative Planning’s First Republic Bank FRC Stock Holding History

Creative 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
2023 Q2	–	Sell	-800	Closed	-$1.08K	–	2891
2023 Q1	$1.08K	Buy	+800	New	+$82K	﹤0.01%	2537

Other funds holding FRC

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

BAMF

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Creative Planning's FRC Position: Q2 2023 in Review

Creative Planning sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 41,304 shares — an estimated $578K sold.

Creative Planning first reported a position in FRC in Q1 2014 and held it in 36 quarters. The position peaked at $16.5M in Q1 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

Creative Planning reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
Creative Planning sold 41,304 First Republic Bank shares in Q2 2023, an estimated $578K.
Creative Planning first reported a position in First Republic Bank in Q1 2014 and held it in 36 quarters.
Creative Planning's First Republic Bank position peaked at $16.5M in Q1 2022.
92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Creative Planning's 13F filing for Q2 2023, filed 21 Jul 2023.