EWM
FRC

Evercore Wealth Management’s First Republic Bank FRC Stock Holding History

Evercore Wealth 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
Q2 		– Sell
-10,100
Closed -$141K – 430
2023
Q1 		$141K Buy
10,100
+8,110
+408% +$831K ﹤0.01% 391
2022
Q4 		$243K Hold
1,990
– – 0.01% 355
2022
Q3 		$260K Sell
1,990
-175
-8% -$26.9K 0.01% 334
2022
Q2 		$312K Hold
2,165
– – 0.01% 315
2022
Q1 		$351K Sell
2,165
-47
-2% -$8.2K 0.01% 326
2021
Q4 		$457K Hold
2,212
– – 0.01% 299
2021
Q3 		$427K Hold
2,212
– – 0.01% 308
2021
Q2 		$414K Hold
2,212
– – 0.01% 313
2021
Q1 		$369K Buy
2,212
+284
+15% +$46K 0.01% 338
2020
Q4 		$283K Hold
1,928
– – 0.01% 367
2020
Q3 		$210K Sell
1,928
-457
-19% -$50.7K 0.01% 359
2020
Q2 		$253K Sell
2,385
-450
-16% -$46.2K 0.01% 328
2020
Q1 		$233K Sell
2,835
-88
-3% -$9.31K 0.01% 323
2019
Q4 		$343K Hold
2,923
– – 0.01% 331
2019
Q3 		$283K Buy
+2,923
New +$277K 0.01% 348
2018
Q1 		– Sell
-810
Closed -$70K – 840
2017
Q4 		$70K Hold
810
– – ﹤0.01% 528
2017
Q3 		$85K Hold
810
– – ﹤0.01% 492
2017
Q2 		$81K Sell
810
-275
-25% -$26K ﹤0.01% 512
2017
Q1 		$102K Sell
1,085
-115
-10% -$10.8K ﹤0.01% 481
2016
Q4 		$111K Hold
1,200
– – ﹤0.01% 476
2016
Q3 		$93K Sell
1,200
-130
-10% -$9.56K ﹤0.01% 495
2016
Q2 		$93K Hold
1,330
– – ﹤0.01% 475
2016
Q1 		$89K Hold
1,330
– – ﹤0.01% 472
2015
Q4 		$88K Buy
+1,330
New +$87.9K ﹤0.01% 493

Other funds holding FRC

UBS AM
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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
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

Evercore Wealth Management's FRC Position: Q2 2023 in Review

Evercore Wealth Management sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 10,100 shares — an estimated $141K sold.

Evercore Wealth Management first reported a position in FRC in Q4 2015 and held it in 24 quarters. The position peaked at $457K in Q4 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Evercore Wealth Management reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Evercore Wealth Management sold 10,100 First Republic Bank shares in Q2 2023, an estimated $141K.
  • Evercore Wealth Management first reported a position in First Republic Bank in Q4 2015 and held it in 24 quarters.
  • Evercore Wealth Management's First Republic Bank position peaked at $457K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Evercore Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.