Farmers & Merchants Investments Inc’s First Republic Bank FRC Stock Holding History

Farmers & Merchants Investments Inc’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	-2,612	Closed	-$36.5K	–	1807
2023 Q1	$36.5K	Sell	2,612 -4,049	-61%	-$415K	﹤0.01%	440
2022 Q4	$812K	Hold	6,661	–	–	0.03%	196
2022 Q3	$870K	Buy	6,661 +6,103	+1,094%	+$937K	0.04%	195
2022 Q2	$80K	Buy	558 +299	+115%	+$44.8K	﹤0.01%	352
2022 Q1	$42K	Hold	259	–	–	﹤0.01%	449
2021 Q4	$53K	Hold	259	–	–	﹤0.01%	415
2021 Q3	$50K	Hold	259	–	–	﹤0.01%	406
2021 Q2	$48K	Buy	259 +6	+2%	+$1.1K	﹤0.01%	370
2021 Q1	$42K	Sell	253 -29	-10%	-$4.7K	﹤0.01%	359
2020 Q4	$41K	Hold	282	–	–	﹤0.01%	354
2020 Q3	$31K	Hold	282	–	–	﹤0.01%	373
2020 Q2	$30K	Buy	282 +3	+1%	+$308	﹤0.01%	368
2020 Q1	$23K	Hold	279	–	–	﹤0.01%	378
2019 Q4	$33K	Hold	279	–	–	﹤0.01%	361
2019 Q3	$27K	Hold	279	–	–	﹤0.01%	388
2019 Q2	$27K	Buy	279 +7	+3%	+$705	﹤0.01%	379
2019 Q1	$27K	Buy	272 +30	+12%	+$2.95K	﹤0.01%	368
2018 Q4	$21K	Hold	242	–	–	﹤0.01%	395
2018 Q3	$23K	Sell	242 -250	-51%	-$25.2K	﹤0.01%	417
2018 Q2	$48K	Buy	492 +250	+103%	+$24.1K	﹤0.01%	330
2018 Q1	$22K	Hold	242	–	–	﹤0.01%	419
2017 Q4	$21K	Hold	242	–	–	﹤0.01%	427
2017 Q3	$25K	Hold	242	–	–	﹤0.01%	397
2017 Q2	$24K	Hold	242	–	–	﹤0.01%	416
2017 Q1	$23K	Sell	242 -8	-3%	-$753	﹤0.01%	390
2016 Q4	$23K	Sell	250 -23	-8%	-$1.88K	﹤0.01%	416
2016 Q3	$21K	Hold	273	–	–	﹤0.01%	383
2016 Q2	$19K	Hold	273	–	–	﹤0.01%	374
2016 Q1	$18K	Hold	273	–	–	﹤0.01%	380
2015 Q4	$18K	Hold	273	–	–	﹤0.01%	394
2015 Q3	$17K	Hold	273	–	–	﹤0.01%	400
2015 Q2	$17K	Hold	273	–	–	﹤0.01%	422
2015 Q1	$16K	Hold	273	–	–	﹤0.01%	436
2014 Q4	$14K	Sell	273 -13	-5%	-$654	﹤0.01%	446
2014 Q3	$14K	Sell	286 -60	-17%	-$2.94K	﹤0.01%	445
2014 Q2	$19K	Hold	346	–	–	﹤0.01%	403
2014 Q1	$19K	Sell	346 -24	-6%	-$1.24K	﹤0.01%	406
2013 Q4	$19K	Hold	370	–	–	﹤0.01%	410
2013 Q3	$17K	Sell	370 -19	-5%	-$832	﹤0.01%	403
2013 Q2	$15K	Buy	+389	New	+$14.9K	﹤0.01%	428

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 $27.1B AUM 20.2% 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 $46.3B AUM 43.9% 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 $12.6B AUM 41.69% 1-Year Est. Return

Farmers & Merchants Investments Inc's FRC Position: Q2 2023 in Review

Farmers & Merchants Investments Inc sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 2,612 shares — an estimated $36.5K sold.

Farmers & Merchants Investments Inc first reported a position in FRC in Q2 2013 and held it in 40 quarters. The position peaked at $870K in Q3 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

Farmers & Merchants Investments Inc reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 2,612 First Republic Bank shares in Q2 2023, an estimated $36.5K.
Farmers & Merchants Investments Inc first reported a position in First Republic Bank in Q2 2013 and held it in 40 quarters.
Farmers & Merchants Investments Inc's First Republic Bank position peaked at $870K in Q3 2022.
92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2023, filed 1 Aug 2023.