NS
FRC

NBC Securities’s First Republic Bank FRC Stock Holding History

NBC Securities’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
Q2 		– Sell
-200
Closed -$1K – 2249
2024
Q1 		$1K Buy
+200
New +$1K ﹤0.01% 2173
2023
Q4 		– Sell
-215
Closed – – 2267
2023
Q3 		$0 Buy
+215
New – ﹤0.01% 2191

Other funds holding FRC

PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 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 $405M AUM 27.41% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $265M AUM 30.15% 1-Year Est. Return
PO
Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
ACA
Atlas Capital Advisors Jackson, Wyoming $914M AUM
FRA
Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

NBC Securities's FRC Position: Q2 2024 in Review

NBC Securities sold out of First Republic Bank (FRC) in Q2 2024, closing a stake of 200 shares — an estimated $1K sold.

NBC Securities first reported a position in FRC in Q3 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2024. 29 funds tracked by Wall St. Rank hold FRC as of Q2 2024.

  • NBC Securities reported no remaining First Republic Bank position as of Q2 2024 after selling out during the quarter.
  • NBC Securities sold 200 First Republic Bank shares in Q2 2024, an estimated $1K.
  • NBC Securities first reported a position in First Republic Bank in Q3 2023 and held it in 2 quarters.
  • NBC Securities's First Republic Bank position peaked at $1K in Q1 2024.
  • 29 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2024.

Based on NBC Securities's 13F filing for Q2 2024, filed 10 Jul 2024.