D.J. St. Germain’s First Republic Bank FRC Stock Holding History

D.J. St. Germain’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
2025 Q1	–	Sell	-28	Closed	–	–	926
2024 Q4	$0	Hold	28	–	–	﹤0.01%	872
2024 Q3	$0	Hold	28	–	–	﹤0.01%	810
2024 Q2	$1	Hold	28	–	–	﹤0.01%	778
2024 Q1	$1	Hold	28	–	–	﹤0.01%	788
2023 Q4	$1	Hold	28	–	–	﹤0.01%	783
2023 Q3	$2	Sell	28 -58	-67%	-$4	﹤0.01%	757
2023 Q2	$47	Buy	+86	New	+$1.05K	﹤0.01%	719
2022 Q4	$9.34K	Sell	76,602 -1,462	-2%	-$178K	﹤0.01%	287
2022 Q3	$11.3M	Hold	78,064	–	–	0.74%	44
2022 Q2	$11.3M	Buy	+78,064	New	+$11.7M	0.74%	44

Other funds holding FRC

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

D.J. St. Germain's FRC Position: Q1 2025 in Review

D.J. St. Germain sold out of First Republic Bank (FRC) in Q1 2025, closing a stake of 28 shares.

D.J. St. Germain first reported a position in FRC in Q2 2022 and held it in 10 quarters. The position peaked at $11.3M in Q3 2022. 11 funds tracked by Wall St. Rank hold FRC as of Q1 2025.

D.J. St. Germain reported no remaining First Republic Bank position as of Q1 2025 after selling out during the quarter.
D.J. St. Germain sold 28 First Republic Bank shares in Q1 2025.
D.J. St. Germain first reported a position in First Republic Bank in Q2 2022 and held it in 10 quarters.
D.J. St. Germain's First Republic Bank position peaked at $11.3M in Q3 2022.
11 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2025.

Based on D.J. St. Germain's 13F filing for Q1 2025, filed 9 Apr 2025.