Sarver Vrooman Wealth Advisors’s First Republic Bank FRC Stock Holding History

Sarver Vrooman Wealth Advisors’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
2025 Q3	–	Sell	-615	Closed	-$6	–	133
2025 Q2	$6	Buy	+615	New	+$6	﹤0.01%	129

Other funds holding FRC

CFP

Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $296M AUM 34.73% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's FRC Position: Q3 2025 in Review

Sarver Vrooman Wealth Advisors sold out of First Republic Bank (FRC) in Q3 2025, closing a stake of 615 shares — an estimated $6 sold.

Sarver Vrooman Wealth Advisors first reported a position in FRC in Q2 2025 and held it in 1 quarter. The position peaked at $6 in Q2 2025. 12 funds tracked by Wall St. Rank hold FRC as of Q3 2025.

Sarver Vrooman Wealth Advisors reported no remaining First Republic Bank position as of Q3 2025 after selling out during the quarter.
Sarver Vrooman Wealth Advisors sold 615 First Republic Bank shares in Q3 2025, an estimated $6.
Sarver Vrooman Wealth Advisors first reported a position in First Republic Bank in Q2 2025 and held it in 1 quarter.
Sarver Vrooman Wealth Advisors's First Republic Bank position peaked at $6 in Q2 2025.
12 funds tracked by Wall St. Rank held First Republic Bank as of Q3 2025.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.