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%
Calls
0.0%
Puts
+13
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

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 202421$1.3K33,7823130.0%
Q4 202330$2.0K46,6874330.0%
Q3 202332$5.9K75,4012150.0%
Q2 202378$3.6M2,549,9557113361.2%
Q1 2023521$34.3B106,129,20315516915695.6%
Q4 2022724$22.5B181,570,469752912290.4%
Q3 2022727$22.8B174,020,080702672380.3%
Q2 2022722$24.9B171,887,778682802410.3%
Q1 2022732$27.5B169,853,121653022320.2%
Q4 2021761$35.5B171,796,674562842330.2%
Q3 2021713$32.7B169,569,468662452300.2%
Q2 2021676$31.8B169,675,571512412410.3%
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 2019547$17.1B175,109,144611981770.4%
Q1 2019548$18.3B181,464,988811921580.4%
Q4 2018508$16.2B186,161,01991190.2%