KFI
FRC

Key Financial Inc’s First Republic Bank FRC Stock Holding History

Key Financial 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
-35
Closed -$490 – 1396
2023
Q1 		$490 Hold
35
– – ﹤0.01% 1093
2022
Q4 		$4.57K Hold
35
– – ﹤0.01% 807
2022
Q3 		$5K Hold
35
– – ﹤0.01% 814
2022
Q2 		$5K Hold
35
– – ﹤0.01% 822
2022
Q1 		$6K Hold
35
– – ﹤0.01% 774
2021
Q4 		$7K Hold
35
– – ﹤0.01% 670
2021
Q3 		$7K Hold
35
– – ﹤0.01% 666
2021
Q2 		$7K Hold
35
– – ﹤0.01% 650
2021
Q1 		$6K Hold
35
– – ﹤0.01% 584
2020
Q4 		$5K Buy
+35
New +$4.56K ﹤0.01% 571
2020
Q2 		– Sell
-35
Closed -$3K – 694
2020
Q1 		$3K Buy
+35
New +$3.71K ﹤0.01% 585

Other funds holding FRC

UBS AM
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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
BAMF
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $9.55B AUM 31.94% 1-Year Est. Return

Key Financial Inc's FRC Position: Q2 2023 in Review

Key Financial Inc sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 35 shares — an estimated $490 sold.

Key Financial Inc first reported a position in FRC in Q1 2020 and held it in 11 quarters. The position peaked at $7K in Q4 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Key Financial Inc reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Key Financial Inc sold 35 First Republic Bank shares in Q2 2023, an estimated $490.
  • Key Financial Inc first reported a position in First Republic Bank in Q1 2020 and held it in 11 quarters.
  • Key Financial Inc's First Republic Bank position peaked at $7K in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Key Financial Inc's 13F filing for Q2 2023, filed 28 Jul 2023.