HolderBook

FIRST REP BK SAN FRANCISCO C (FRCB)

Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.

14
Reporting holders
$2
Reported value
0.0%
Held as options
+13
Holder change

Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.

Holders

FilerValueShares Their book Held Change
Comprehensive Financial Planning, Inc./PA$21,6000.00%newNEW
HUNTINGTON NATIONAL BANK$080.00%newNEW
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$060.00%newNEW
HANTZ FINANCIAL SERVICES, INC.$07490.00%newNEW
Financial Gravity Companies, Inc.$0300.00%newNEW
Ancora Advisors LLC$01470.00%newNEW
Minot DeBlois Advisors LLC$0870.00%newNEW
First Command Advisory Services, Inc.$01000.00%newNEW
Front Row Advisors LLC$03250.00%newNEW
Salomon & Ludwin, LLC$080.00%newNEW
Archer Investment Corp$0420.00%newNEW
RMG Wealth Management LLC$0500.00%newNEW
RHL GROUP, LLC$020.00%newNEW
Sankala Group LLC$0120.00%newNEW

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q2 202614$23,16614000.0%
Q4 20251$11,6000000.0%
Q3 20252$61,9250000.0%
Q2 20256$313,1911100.0%
Q1 20254$82,5362000.0%
Q4 20245$175,4950110.0%
Q3 202413$39331,4820030.0%
Q2 202421$67233,6574110.0%
Q1 202422$1.3K33,9824130.0%
Q4 202330$2.0K46,6874330.0%
Q3 202332$5.9K75,4012150.0%
Q2 202366$2.1M2,060,607782745.1%
Q1 2023450$2.1B95,233,47714214513035.3%
Q4 2022558$18.4B150,757,199642161830.5%
Q3 2022727$22.8B174,020,080702672380.3%
Q2 2022722$24.9B171,887,778682802410.3%
Q1 2022731$27.5B169,851,121653012320.2%
Q4 2021761$35.5B171,796,674562842320.2%
Q3 2021712$32.7B169,567,468662452300.2%
Q2 2021675$31.8B169,673,571502412410.3%
Q1 2021678$28.1B168,517,870892352310.2%
Q4 2020636$25.8B170,612,269782032120.1%
Q3 2020569$18.2B166,468,345402081800.2%
Q2 2020584$17.8B167,463,670812102070.2%
Q1 2020542$14.1B171,305,374512082020.3%
Q4 2019561$20.8B176,686,671601651930.1%
Q3 2019508$16.9B174,920,540281991790.1%
Q2 2019546$17.1B175,109,130601981770.4%
Q1 2019548$18.3B181,464,988811921580.4%
Q4 2018508$16.2B186,161,01991190.2%