WCM
FRC

Westend Capital Management’s First Republic Bank FRC Stock Holding History

Westend Capital 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
Closed – – 264
2024
Q4 		$0 Hold
1
– – ﹤0.01% 254
2024
Q3 		$0 Hold
1
– – ﹤0.01% 254
2024
Q2 		$0 Buy
+1
New – ﹤0.01% 334

Other funds holding FRC

CFP
Comprehensive Financial Planning East Petersburg, Pennsylvania $144M AUM 25.61% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 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 $296M AUM 34.73% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Westend Capital Management's FRC Position: Q1 2025 in Review

Westend Capital Management sold out of First Republic Bank (FRC) in Q1 2025, closing a stake of 1 share.

Westend Capital Management first reported a position in FRC in Q2 2024 and held it in 3 quarters. The position peaked at $0 in Q4 2024. 11 funds tracked by Wall St. Rank hold FRC as of Q1 2025.

  • Westend Capital Management reported no remaining First Republic Bank position as of Q1 2025 after selling out during the quarter.
  • Westend Capital Management sold 1 First Republic Bank share in Q1 2025.
  • Westend Capital Management first reported a position in First Republic Bank in Q2 2024 and held it in 3 quarters.
  • Westend Capital Management's First Republic Bank position peaked at $0 in Q4 2024.
  • 11 funds tracked by Wall St. Rank held First Republic Bank as of Q1 2025.

Based on Westend Capital Management's 13F filing for Q1 2025, filed 24 Apr 2025.