Institutional Ownership First Republic Bank (FRC)
This table provides information about the institutional ownership of First Republic Bank (FRC). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 2.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
1,216
shares
|
$875
0.06% of portfolio
|
Q3 2022
Reduced 28.26%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
809
shares
|
$582
0.0% of portfolio
|
Q2 2025
Reduced 7.44%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
614
shares
|
$442
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
524
shares
|
$377
0.01% of portfolio
|
Q4 2022
Added 451.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
325
shares
|
$234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
257
shares
|
$185
0.03% of portfolio
|
Q2 2022
Reduced 35.43%
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
207
shares
|
$149
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
147
shares
|
$105
0.0% of portfolio
|
Q3 2024
Reduced 33.18%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
91
shares
|
$65
0.0% of portfolio
|
Q4 2022
Reduced 9.0%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
89
shares
|
$64
0.0% of portfolio
|
Q3 2022
Added 242.31%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
80
shares
|
$57
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
65
shares
|
$46
0.0% of portfolio
|
Q3 2020
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
65
shares
|
$46
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
50
shares
|
$36
0.0% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Financial Gravity Asset Management, Inc.
|
Nov 14, 2025 Q3 2025 |
30
shares
|
$21
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
21
shares
|
$15
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
20
shares
|
$14
0.0% of portfolio
|
Q2 2022
Reduced 84.73%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
13
shares
|
$9
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
8
shares
|
$5
0.0% of portfolio
|
Q4 2024
Added 700.0%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
8
shares
|
$5
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 07, 2025 Q3 2025 |
6
shares
|
$4
0.0% of portfolio
|
Q3 2025
Reduced 98.87%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
5
shares
|
$3
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 04, 2025 Q3 2025 |
3
shares
|
$2
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2022
New holding
|
|