HCM
FRC

Highlander Capital Management’s First Republic Bank FRC Stock Holding History

Highlander Capital 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
2024
Q1 		– Sell
-6,500
Closed -$267 – 988
2023
Q4 		$267 Hold
6,500
– – ﹤0.01% 940
2023
Q3 		$0 Sell
6,500
-5,000
-43% – ﹤0.01% 951
2023
Q2 		$6K Sell
11,500
-2,500
-18% -$30.6K ﹤0.01% 583
2023
Q1 		$196K Buy
+14,000
New +$1.43M 0.1% 164
2015
Q4 		– Sell
-100
Closed -$6K – 860
2015
Q3 		$6K Hold
100
– – 0.01% 723
2015
Q2 		$6K Hold
100
– – 0.01% 724
2015
Q1 		$6K Hold
100
– – 0.01% 734
2014
Q4 		$5K Hold
100
– – ﹤0.01% 759
2014
Q3 		$4.94K Hold
100
– – ﹤0.01% 762
2014
Q2 		$5.5K Hold
100
– – 0.01% 733
2014
Q1 		$5.4K Buy
+100
New +$5.15K 0.01% 754

Other funds holding FRC

NS
NBC Securities Birmingham, Alabama $1.33B AUM 24% 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

Highlander Capital Management's FRC Position: Q1 2024 in Review

Highlander Capital Management sold out of First Republic Bank (FRC) in Q1 2024, closing a stake of 6,500 shares — an estimated $267 sold.

Highlander Capital Management first reported a position in FRC in Q1 2014 and held it in 11 quarters. The position peaked at $196K in Q1 2023. 29 funds tracked by Wall St. Rank hold FRC as of Q1 2024.

  • Highlander Capital Management reported no remaining First Republic Bank position as of Q1 2024 after selling out during the quarter.
  • Highlander Capital Management sold 6,500 First Republic Bank shares in Q1 2024, an estimated $267.
  • Highlander Capital Management first reported a position in First Republic Bank in Q1 2014 and held it in 11 quarters.
  • Highlander Capital Management's First Republic Bank position peaked at $196K in Q1 2023.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2024.

Based on Highlander Capital Management's 13F filing for Q1 2024, filed 20 May 2024.