Tucker Asset Management’s First Republic Bank FRC Stock Holding History

Tucker 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
2025 Q1	–	Sell	-1,400	Closed	-$5	–	999
2024 Q4	$5	Hold	1,400	–	–	﹤0.01%	1532
2024 Q3	$18	Hold	1,400	–	–	﹤0.01%	1432
2024 Q2	$28	Hold	1,400	–	–	﹤0.01%	1632
2024 Q1	$53	Hold	1,400	–	–	﹤0.01%	1594
2023 Q4	$57	Hold	1,400	–	–	﹤0.01%	1414
2023 Q3	$101	Sell	1,400 -1,400	-50%	-$101	﹤0.01%	1325
2023 Q2	$1.54K	Buy	+2,800	New	+$34.2K	﹤0.01%	906

Other funds holding FRC

CFP

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

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

FRA

Front Row Advisors Tiburon, California $345M AUM 39.04% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Tucker Asset Management's FRC Position: Q1 2025 in Review

Tucker Asset Management sold out of First Republic Bank (FRC) in Q1 2025, closing a stake of 1,400 shares — an estimated $5 sold.

Tucker Asset Management first reported a position in FRC in Q2 2023 and held it in 7 quarters. The position peaked at $1.54K in Q2 2023. 11 funds tracked by Wall St. Rank hold FRC as of Q1 2025.

Tucker Asset Management reported no remaining First Republic Bank position as of Q1 2025 after selling out during the quarter.
Tucker Asset Management sold 1,400 First Republic Bank shares in Q1 2025, an estimated $5.
Tucker Asset Management first reported a position in First Republic Bank in Q2 2023 and held it in 7 quarters.
Tucker Asset Management's First Republic Bank position peaked at $1.54K in Q2 2023.
11 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2025.

Based on Tucker Asset Management's 13F filing for Q1 2025, filed 6 Jan 2026.