FCG
FRC

Financial Connections Group’s First Republic Bank FRC Stock Holding History

Financial Connections Group’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
2024
Q1 		– Sell
-327
Closed – – 283
2023
Q4 		$0 Hold
327
– – ﹤0.01% 242
2023
Q3 		$0 Hold
327
– – ﹤0.01% 254
2023
Q2 		$0 Hold
327
– – ﹤0.01% 293
2023
Q1 		$4K Buy
+327
New +$33.5K ﹤0.01% 212

Other funds holding FRC

NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $5.56B AUM 17.89% 1-Year Est. Return
ACA
American Capital Advisory Ketchum, Idaho $248M AUM 21.64% 1-Year Est. Return
LC
Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $875M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return

Financial Connections Group's FRC Position: Q1 2024 in Review

Financial Connections Group sold out of First Republic Bank (FRC) in Q1 2024, closing a stake of 327 shares.

Financial Connections Group first reported a position in FRC in Q1 2023 and held it in 4 quarters. The position peaked at $4K in Q1 2023. 29 funds tracked by Wall St. Rank hold FRC as of Q1 2024.

  • Financial Connections Group reported no remaining First Republic Bank position as of Q1 2024 after selling out during the quarter.
  • Financial Connections Group sold 327 First Republic Bank shares in Q1 2024.
  • Financial Connections Group first reported a position in First Republic Bank in Q1 2023 and held it in 4 quarters.
  • Financial Connections Group's First Republic Bank position peaked at $4K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2024.

Based on Financial Connections Group's 13F filing for Q1 2024, filed 3 May 2024.