TFM
FRC

TFC Financial Management’s First Republic Bank FRC Stock Holding History

TFC Financial 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
2023
Q2 		– Sell
-282
Closed -$3.95K – 787
2023
Q1 		$3.95K Buy
282
+275
+3,929% +$28.2K ﹤0.01% 412
2022
Q4 		$855 Hold
7
– – ﹤0.01% 471
2022
Q3 		$1K Hold
7
– – ﹤0.01% 517
2022
Q2 		$1K Hold
7
– – ﹤0.01% 518
2022
Q1 		$1K Hold
7
– – ﹤0.01% 524
2021
Q4 		$1K Hold
7
– – ﹤0.01% 576
2021
Q3 		$1K Hold
7
– – ﹤0.01% 565
2021
Q2 		$1K Hold
7
– – ﹤0.01% 569
2021
Q1 		$1K Hold
7
– – ﹤0.01% 561
2020
Q4 		$1K Hold
7
– – ﹤0.01% 548
2020
Q3 		$1K Buy
+7
New +$777 ﹤0.01% 522

Other funds holding FRC

UBS AM
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
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Rockefeller Capital Management
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

TFC Financial Management's FRC Position: Q2 2023 in Review

TFC Financial Management sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 282 shares — an estimated $3.95K sold.

TFC Financial Management first reported a position in FRC in Q3 2020 and held it in 11 quarters. The position peaked at $3.95K in Q1 2023. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • TFC Financial Management reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • TFC Financial Management sold 282 First Republic Bank shares in Q2 2023, an estimated $3.95K.
  • TFC Financial Management first reported a position in First Republic Bank in Q3 2020 and held it in 11 quarters.
  • TFC Financial Management's First Republic Bank position peaked at $3.95K in Q1 2023.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on TFC Financial Management's 13F filing for Q2 2023, filed 7 Aug 2023.