LFG
FRC

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

Larson Financial 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
2023
Q2 		– Sell
-125
Closed -$1.75K – 1646
2023
Q1 		$1.75K Buy
125
+118
+1,686% +$12.1K ﹤0.01% 1268
2022
Q4 		$853 Hold
7
– – ﹤0.01% 1317
2022
Q3 		$1K Hold
7
– – ﹤0.01% 1275
2022
Q2 		$1K Hold
7
– – ﹤0.01% 1172
2022
Q1 		$1K Hold
7
– – ﹤0.01% 1022
2021
Q4 		$1K Hold
7
– – ﹤0.01% 1059
2021
Q3 		$1K Hold
7
– – ﹤0.01% 865
2021
Q2 		$1K Sell
7
-4
-36% -$735 ﹤0.01% 809
2021
Q1 		$2K Hold
11
– – ﹤0.01% 736
2020
Q4 		$2K Hold
11
– – ﹤0.01% 663
2020
Q3 		$1K Buy
11
+7
+175% +$777 ﹤0.01% 704
2020
Q2 		$0 Hold
4
– – ﹤0.01% 782
2020
Q1 		$0 Sell
4
-41
-91% -$4.34K ﹤0.01% 684
2019
Q4 		$5K Hold
45
– – ﹤0.01% 376
2019
Q3 		$4K Hold
45
– – ﹤0.01% 395
2019
Q2 		$4K Sell
45
-2
-4% -$201 ﹤0.01% 344
2019
Q1 		$5K Hold
47
– – ﹤0.01% 306
2018
Q4 		$4K Buy
+47
New +$4.29K ﹤0.01% 310

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

Larson Financial Group's FRC Position: Q2 2023 in Review

Larson Financial Group sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 125 shares — an estimated $1.75K sold.

Larson Financial Group first reported a position in FRC in Q4 2018 and held it in 18 quarters. The position peaked at $5K in Q4 2019. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Larson Financial Group reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Larson Financial Group sold 125 First Republic Bank shares in Q2 2023, an estimated $1.75K.
  • Larson Financial Group first reported a position in First Republic Bank in Q4 2018 and held it in 18 quarters.
  • Larson Financial Group's First Republic Bank position peaked at $5K in Q4 2019.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Larson Financial Group's 13F filing for Q2 2023, filed 3 Aug 2023.