LC
FRC

Lindbrook Capital’s First Republic Bank FRC Stock Holding History

Lindbrook Capital’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
-7,826
Closed -$98 – 2959
2024
Q3 		$98 Hold
7,826
– – ﹤0.01% 2787
2024
Q2 		$157 Hold
7,826
– – ﹤0.01% 2707
2024
Q1 		$297 Hold
7,826
– – ﹤0.01% 2567
2023
Q4 		$321 Sell
7,826
-100
-1% -$4 ﹤0.01% 2623
2023
Q3 		$571 Sell
7,926
-6
-0.1% – ﹤0.01% 2513
2023
Q2 		$4.36K Sell
7,932
-13,986
-64% -$171K ﹤0.01% 1873
2023
Q1 		$307K Buy
21,918
+21,701
+10,000% +$2.22M 0.04% 239
2022
Q4 		$26.4K Buy
217
+84
+63% +$10.3K ﹤0.01% 940
2022
Q3 		$17K Buy
133
+15
+13% +$2.3K ﹤0.01% 1088
2022
Q2 		$17K Buy
118
+65
+123% +$9.74K ﹤0.01% 1052
2022
Q1 		$9K Hold
53
– – ﹤0.01% 1357
2021
Q4 		$11K Hold
53
– – ﹤0.01% 1247
2021
Q3 		$10K Hold
53
– – ﹤0.01% 1012
2021
Q2 		$10K Hold
53
– – ﹤0.01% 1068
2021
Q1 		$9K Hold
53
– – ﹤0.01% 1076
2020
Q4 		$8K Sell
53
-24
-31% -$3.13K ﹤0.01% 1021
2020
Q3 		$8K Buy
77
+30
+64% +$3.33K ﹤0.01% 936
2020
Q2 		$5K Buy
47
+3
+7% +$308 ﹤0.01% 1112
2020
Q1 		$4K Buy
44
+36
+450% +$3.81K ﹤0.01% 1131
2019
Q4 		$1K Hold
8
– – ﹤0.01% 1471
2019
Q3 		$1K Hold
8
– – ﹤0.01% 1414
2019
Q2 		$0 Hold
8
– – ﹤0.01% 1539
2019
Q1 		$0 Hold
8
– – ﹤0.01% 1531
2018
Q4 		$0 Buy
+8
New +$730 ﹤0.01% 1456

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 $144M AUM 25.61% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 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

Lindbrook Capital's FRC Position: Q4 2024 in Review

Lindbrook Capital sold out of First Republic Bank (FRC) in Q4 2024, closing a stake of 7,826 shares — an estimated $98 sold.

Lindbrook Capital first reported a position in FRC in Q4 2018 and held it in 24 quarters. The position peaked at $307K in Q1 2023. 15 funds tracked by Wall St. Rank hold FRC as of Q4 2024.

  • Lindbrook Capital reported no remaining First Republic Bank position as of Q4 2024 after selling out during the quarter.
  • Lindbrook Capital sold 7,826 First Republic Bank shares in Q4 2024, an estimated $98.
  • Lindbrook Capital first reported a position in First Republic Bank in Q4 2018 and held it in 24 quarters.
  • Lindbrook Capital's First Republic Bank position peaked at $307K in Q1 2023.
  • 15 funds tracked by Wall St. Rank held First Republic Bank as of Q4 2024.

Based on Lindbrook Capital's 13F filing for Q4 2024, filed 6 Feb 2025.