Standard Family Office’s First Republic Bank FRC Stock Holding History

Standard Family Office’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	-5,000	Closed	-$70K	–	8
2023 Q1	$70K	Buy	+5,000	New	+$512K	0.13%	5
2022 Q4	–	Sell	-399	Closed	-$52K	–	480
2022 Q3	$52K	Hold	399	–	–	0.02%	129
2022 Q2	$58K	Buy	+399	New	+$59.8K	0.57%	50
2022 Q1	–	Sell	-538	Closed	-$111K	–	259
2021 Q4	$111K	Buy	+538	New	+$113K	0.98%	29
2021 Q3	–	Sell	-796	Closed	-$149K	–	549
2021 Q2	$149K	Hold	796	–	–	0.03%	177
2021 Q1	$133K	Hold	796	–	–	0.03%	164
2020 Q4	$117K	Buy	+796	New	+$104K	0.03%	178

Other funds holding FRC

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

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

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

Standard Family Office's FRC Position: Q2 2023 in Review

Standard Family Office sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 5,000 shares — an estimated $70K sold.

Standard Family Office first reported a position in FRC in Q4 2020 and held it in 7 quarters. The position peaked at $149K in Q2 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

Standard Family Office reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
Standard Family Office sold 5,000 First Republic Bank shares in Q2 2023, an estimated $70K.
Standard Family Office first reported a position in First Republic Bank in Q4 2020 and held it in 7 quarters.
Standard Family Office's First Republic Bank position peaked at $149K in Q2 2021.
92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Standard Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.