MML Investors Services
FRC

MML Investors Services’s First Republic Bank FRC Stock Holding History

MML Investors Services’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
-10,239
Closed -$143K – 2363
2023
Q1 		$143K Sell
10,239
-822
-7% -$84.3K ﹤0.01% 1947
2022
Q4 		$1.35M Buy
11,061
+833
+8% +$102K 0.01% 991
2022
Q3 		$1.33M Buy
10,228
+456
+5% +$70K 0.01% 921
2022
Q2 		$1.41M Sell
9,772
-17,484
-64% -$2.62M 0.01% 889
2022
Q1 		$4.42M Buy
27,256
+5,031
+23% +$878K 0.03% 485
2021
Q4 		$4.59M Buy
22,225
+2,534
+13% +$534K 0.03% 465
2021
Q3 		$3.8M Buy
19,691
+621
+3% +$122K 0.03% 497
2021
Q2 		$3.57M Buy
19,070
+808
+4% +$148K 0.03% 499
2021
Q1 		$3.04M Buy
18,262
+3,168
+21% +$513K 0.03% 511
2020
Q4 		$2.22M Buy
15,094
+732
+5% +$95.3K 0.02% 558
2020
Q3 		$1.57M Buy
14,362
+974
+7% +$108K 0.02% 613
2020
Q2 		$1.42M Buy
13,388
+1,924
+17% +$197K 0.02% 615
2020
Q1 		$943K Buy
11,464
+1,205
+12% +$128K 0.02% 639
2019
Q4 		$1.21M Buy
10,259
+1,484
+17% +$160K 0.02% 649
2019
Q3 		$849K Sell
8,775
-490
-5% -$46.5K 0.01% 735
2019
Q2 		$905K Buy
9,265
+1,341
+17% +$135K 0.01% 751
2019
Q1 		$796K Buy
7,924
+900
+13% +$88.6K 0.01% 792
2018
Q4 		$610K Buy
7,024
+379
+6% +$34.6K 0.01% 809
2018
Q3 		$638K Buy
6,645
+2,525
+61% +$254K 0.01% 881
2018
Q2 		$399K Buy
4,120
+424
+11% +$41K 0.01% 950
2018
Q1 		$342K Sell
3,696
-387
-9% -$35.7K 0.01% 1015
2017
Q4 		$354K Buy
4,083
+2,143
+110% +$203K 0.01% 1011
2017
Q3 		$203K Buy
+1,940
New +$193K ﹤0.01% 1217

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 $27.1B AUM 20.2% 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

MML Investors Services's FRC Position: Q2 2023 in Review

MML Investors Services sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 10,239 shares — an estimated $143K sold.

MML Investors Services first reported a position in FRC in Q3 2017 and held it in 23 quarters. The position peaked at $4.59M in Q4 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • MML Investors Services reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • MML Investors Services sold 10,239 First Republic Bank shares in Q2 2023, an estimated $143K.
  • MML Investors Services first reported a position in First Republic Bank in Q3 2017 and held it in 23 quarters.
  • MML Investors Services's First Republic Bank position peaked at $4.59M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on MML Investors Services's 13F filing for Q2 2023, filed 14 Aug 2023.