Hexagon Capital Partners’s First Republic Bank FRC Stock Holding History

Hexagon Capital Partners’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 Q4	–	Sell	-270	Closed	-$3	–	1903
2024 Q3	$3	Hold	270	–	–	﹤0.01%	1575
2024 Q2	$6	Hold	270	–	–	﹤0.01%	1454
2024 Q1	$10	Hold	270	–	–	﹤0.01%	1465
2023 Q4	$12	Hold	270	–	–	﹤0.01%	1418
2023 Q3	$19	Hold	270	–	–	﹤0.01%	1404
2023 Q2	$149	Hold	270	–	–	﹤0.01%	1367
2023 Q1	$3.78K	Buy	+270	New	+$27.7K	﹤0.01%	940

Other funds holding FRC

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $188M AUM 48.26% 1-Year Est. Return

TAM

Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

TSMHT

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

Hexagon Capital Partners's FRC Position: Q4 2024 in Review

Hexagon Capital Partners sold out of First Republic Bank (FRC) in Q4 2024, closing a stake of 270 shares — an estimated $3 sold.

Hexagon Capital Partners first reported a position in FRC in Q1 2023 and held it in 7 quarters. The position peaked at $3.78K in Q1 2023. 15 funds tracked by Wall St. Rank hold FRC as of Q4 2024.

Hexagon Capital Partners reported no remaining First Republic Bank position as of Q4 2024 after selling out during the quarter.
Hexagon Capital Partners sold 270 First Republic Bank shares in Q4 2024, an estimated $3.
Hexagon Capital Partners first reported a position in First Republic Bank in Q1 2023 and held it in 7 quarters.
Hexagon Capital Partners's First Republic Bank position peaked at $3.78K in Q1 2023.
15 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2024.

Based on Hexagon Capital Partners's 13F filing for Q4 2024, filed 7 Feb 2025.