NEXT Financial Holdings’s First Republic Bank FRC Stock Holding History

NEXT Financial Holdings’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
2019 Q1	$354K	Buy	+3,523	New	+$347K	0.09%	213

Other funds holding FRC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

NEXT Financial Holdings's FRC Position: Q1 2019 in Review

NEXT Financial Holdings opened a new position in First Republic Bank (FRC) in Q1 2019: 3,523 shares worth $354K. The stake represents 0.09% of the portfolio and ranks #213 among its holdings.

548 funds tracked by Wall St. Rank hold FRC as of Q1 2019.

NEXT Financial Holdings held 3,523 shares of First Republic Bank worth $354K as of Q1 2019.
First Republic Bank was a new NEXT Financial Holdings position in Q1 2019.
First Republic Bank made up 0.09% of NEXT Financial Holdings's portfolio in Q1 2019, its #213 holding.
548 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2019.

Based on NEXT Financial Holdings's 13F filing for Q1 2019, filed 13 May 2019.