UB
FRC

UMB Bank’s First Republic Bank FRC Stock Holding History

UMB Bank’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
-208
Closed -$2.91K – 1762
2023
Q1 		$2.91K Sell
208
-3,618
-95% -$371K ﹤0.01% 1484
2022
Q4 		$467K Sell
3,826
-3,460
-47% -$422K 0.01% 424
2022
Q3 		$951K Buy
7,286
+4,196
+136% +$644K 0.02% 351
2022
Q2 		$446K Hold
3,090
– – 0.01% 484
2022
Q1 		$501K Hold
3,090
– – 0.01% 473
2021
Q4 		$638K Buy
+3,090
New +$652K 0.01% 450

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

UMB Bank's FRC Position: Q2 2023 in Review

UMB Bank sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 208 shares — an estimated $2.91K sold.

UMB Bank first reported a position in FRC in Q4 2021 and held it in 6 quarters. The position peaked at $951K in Q3 2022. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • UMB Bank reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • UMB Bank sold 208 First Republic Bank shares in Q2 2023, an estimated $2.91K.
  • UMB Bank first reported a position in First Republic Bank in Q4 2021 and held it in 6 quarters.
  • UMB Bank's First Republic Bank position peaked at $951K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on UMB Bank's 13F filing for Q2 2023, filed 25 Jul 2023.