YCM
FRC

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

Yousif 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
2023
Q2 		– Sell
-25,945
Closed -$363K – 2003
2023
Q1 		$363K Sell
25,945
-890
-3% -$91.2K ﹤0.01% 1624
2022
Q4 		$3.27M Sell
26,835
-6,675
-20% -$815K 0.04% 478
2022
Q3 		$4.38M Sell
33,510
-88
-0.3% -$13.5K 0.06% 317
2022
Q2 		$4.84M Sell
33,598
-780
-2% -$117K 0.06% 301
2022
Q1 		$5.57M Buy
34,378
+70
+0.2% +$12.2K 0.06% 307
2021
Q4 		$7.08M Buy
+34,308
New +$7.24M 0.07% 258

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 $27.1B AUM 20.2% 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

Yousif Capital Management's FRC Position: Q2 2023 in Review

Yousif Capital Management sold out of First Republic Bank (FRC) in Q2 2023, closing a stake of 25,945 shares — an estimated $363K sold.

Yousif Capital Management first reported a position in FRC in Q4 2021 and held it in 6 quarters. The position peaked at $7.08M in Q4 2021. 92 funds tracked by Wall St. Rank hold FRC as of Q2 2023.

  • Yousif Capital Management reported no remaining First Republic Bank position as of Q2 2023 after selling out during the quarter.
  • Yousif Capital Management sold 25,945 First Republic Bank shares in Q2 2023, an estimated $363K.
  • Yousif Capital Management first reported a position in First Republic Bank in Q4 2021 and held it in 6 quarters.
  • Yousif Capital Management's First Republic Bank position peaked at $7.08M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held First Republic Bank as of Q2 2023.

Based on Yousif Capital Management's 13F filing for Q2 2023, filed 2 Aug 2023.