Swiss Life Asset Management’s First Republic Bank FRC Stock Holding History

Swiss Life Asset 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
2022 Q1	–	Sell	-2,345	Closed	-$485K	–	592
2021 Q4	$485K	Hold	2,345	–	–	0.01%	509
2021 Q3	$452K	Buy	2,345 +76	+3%	+$15K	0.01%	505
2021 Q2	$572K	Buy	2,269 +343	+18%	+$63K	0.01%	499
2021 Q1	$321K	Sell	1,926 -475	-20%	-$76.9K	﹤0.01%	492
2020 Q4	$352K	Hold	2,401	–	–	0.01%	478
2020 Q3	$262K	Hold	2,401	–	–	﹤0.01%	456
2020 Q2	$255K	Buy	+2,401	New	+$246K	﹤0.01%	481
2020 Q1	–	Sell	-5,045	Closed	-$593K	–	525
2019 Q4	$593K	Buy	5,045 +2,411	+92%	+$260K	0.01%	432
2019 Q3	$255K	Hold	2,634	–	–	﹤0.01%	493
2019 Q2	$257K	Buy	+2,634	New	+$265K	﹤0.01%	523

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Swiss Life Asset Management's FRC Position: Q1 2022 in Review

Swiss Life Asset Management sold out of First Republic Bank (FRC) in Q1 2022, closing a stake of 2,345 shares — an estimated $485K sold.

Swiss Life Asset Management first reported a position in FRC in Q2 2019 and held it in 10 quarters. The position peaked at $593K in Q4 2019. 735 funds tracked by Wall St. Rank hold FRC as of Q1 2022.

Swiss Life Asset Management reported no remaining First Republic Bank position as of Q1 2022 after selling out during the quarter.
Swiss Life Asset Management sold 2,345 First Republic Bank shares in Q1 2022, an estimated $485K.
Swiss Life Asset Management first reported a position in First Republic Bank in Q2 2019 and held it in 10 quarters.
Swiss Life Asset Management's First Republic Bank position peaked at $593K in Q4 2019.
735 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2022.

Based on Swiss Life Asset Management's 13F filing for Q1 2022, filed 9 Dec 2025.