Wells Fargo’s First Republic Bank FRC Stock Holding History

Wells Fargo’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
2017 Q1	–	Sell	-10,000	Closed	-$45K	–	6586
2016 Q4	$45K	Buy	+10,000	New	+$816K	﹤0.01%	5401

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

Wells Fargo's FRC Position: Q2 2023 in Review

Wells Fargo sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 207,841 shares — an estimated $2.91M sold.

Wells Fargo first reported a position in FRC in Q2 2013 and held it in 40 quarters. The position peaked at $335M in Q2 2014. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

Wells Fargo reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
Wells Fargo sold 207,841 First Republic Bank shares in Q2 2023, an estimated $2.91M.
Wells Fargo first reported a position in First Republic Bank in Q2 2013 and held it in 40 quarters.
Wells Fargo's First Republic Bank position peaked at $335M in Q2 2014.
92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Wells Fargo's 13F filing for Q2 2023, filed 15 Aug 2023.