RWM
FRC

RMG Wealth Management’s First Republic Bank FRC Stock Holding History

RMG Wealth Management’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
2026
Q2 		$0 Hold
50
– – ﹤0.01% 748
2026
Q1 		$0 Hold
50
– – ﹤0.01% 662
2025
Q4 		$0 Hold
50
– – ﹤0.01% 514
2025
Q3 		$0 Sell
50
-100
-67% – ﹤0.01% 358
2025
Q2 		$0 Buy
+150
New – ﹤0.01% 324

Other funds holding FRC

CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $188M AUM 48.26% 1-Year Est. Return

RMG Wealth Management's FRC Position: Q2 2026 in Review

RMG Wealth Management held its First Republic Bank (FRC) position steady in Q2 2026 at 50 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #748.

RMG Wealth Management first reported a position in FRC in Q2 2025 and has held it in 5 quarters since. 14 funds tracked by Wall St. Rank hold FRC as of Q2 2026.

  • RMG Wealth Management held 50 shares of First Republic Bank worth $0 as of Q2 2026.
  • RMG Wealth Management left its First Republic Bank share count unchanged in Q2 2026.
  • First Republic Bank made up ﹤0.01% of RMG Wealth Management's portfolio in Q2 2026, its #748 holding.
  • RMG Wealth Management first reported a position in First Republic Bank in Q2 2025 and has held it in 5 quarters since.
  • 14 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2026.

Based on RMG Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.