Financial Gravity Asset Management’s First Republic Bank FRC Stock Holding History

Financial Gravity Asset 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
2026 Q1	$0	Hold	30	–	–	﹤0.01%	978
2025 Q4	$0	Hold	30	–	–	﹤0.01%	955
2025 Q3	$0	Buy	+30	New	–	﹤0.01%	970
2021 Q3	$193K	Hold	45	–	–	0.09%	194
2021 Q2	$187K	Buy	+45	New	+$8.27K	0.07%	200
2020 Q4	$5K	Buy	+32	New	+$4.17K	﹤0.01%	235

Financial Gravity Asset Management's FRC Position: Q1 2026 in Review

Financial Gravity Asset Management held its First Republic Bank (FRC) position steady in Q1 2026 at 30 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #978.

Financial Gravity Asset Management first reported a position in FRC in Q4 2020 and has held it in 6 quarters since. The position peaked at $193K in Q3 2021. 10 funds tracked by Wall St. Rank hold FRC as of Q1 2026.

Financial Gravity Asset Management held 30 shares of First Republic Bank worth $0 as of Q1 2026.
Financial Gravity Asset Management left its First Republic Bank share count unchanged in Q1 2026.
First Republic Bank made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #978 holding.
Financial Gravity Asset Management first reported a position in First Republic Bank in Q4 2020 and has held it in 6 quarters since.
Financial Gravity Asset Management's First Republic Bank position peaked at $193K in Q3 2021.
10 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.