SEC 13F Intelligence

Northeast Investment Management / FRCB

Northeast Investment Management’s First Rep Bk San Fra Position

Does Northeast Investment Management own First Rep Bk San Fra (FRCB)? Not currently — the last reported position was 133.8K shares worth $16M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$16M
Q4 2022
Shares
133.8K
% of Portfolio
+1.04%
Quarters Held
17
position exited

Position History FRCB

Reported value by quarter
Q4 ’18: $12MQ4 ’18Q1 ’19: $15MQ2 ’19: $14MQ3 ’19: $14MQ3 ’19Q4 ’19: $17MQ1 ’20: $11MQ2 ’20: $14MQ2 ’20Q3 ’20: $15MQ4 ’20: $21MQ1 ’21: $24MQ1 ’21Q2 ’21: $27MQ3 ’21: $28MQ4 ’21: $30MQ4 ’21Q1 ’22: $23MQ2 ’22: $20MQ3 ’22: $18MQ3 ’22Q4 ’22: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 2022133.8K$16M+1.04%
Q3 2022139.9K$18M+1.24%
Q2 2022141.2K$20M+1.30%
Q1 2022143.3K$23M+1.22%
Q4 2021144.6K$30M+1.46%
Q3 2021144.5K$28M+1.49%
Q2 2021144.0K$27M+1.45%
Q1 2021142.6K$24M+1.40%
Q4 2020139.6K$21M+1.25%
Q3 2020136.3K$15M+0.99%
Q2 2020136.2K$14M+1.08%
Q1 2020137.8K$11M+1.04%
Q4 2019142.4K$17M+1.23%
Q3 2019141.9K$14M+1.10%
Q2 2019147.6K$14M+1.14%
Q1 2019146.7K$15M+1.24%
Q4 2018140.2K$12M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Northeast Investment Management’s full portfolio or all institutional holders of FRCB.