SEC 13F Intelligence

Aegon Asset Management UK PLC / FRCB

Aegon Asset Management UK PLC’s First Rep Bk San Fra Position

Does Aegon Asset Management UK PLC own First Rep Bk San Fra (FRCB)? Not currently — the last reported position was 630.9K shares worth $76,896 in Q3 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$76,896
Q3 2023
Shares
630.9K
% of Portfolio
+1.39%
Quarters Held
18
position exited

Position History FRCB

Reported value by quarter
Q4 ’18: $29MQ4 ’18Q1 ’19: $37MQ2 ’19: $36MQ3 ’19: $37MQ3 ’19Q4 ’19: $47MQ1 ’20: $34MQ2 ’20: $61MQ2 ’20Q3 ’20: $59MQ4 ’20: $80MQ1 ’21: $92MQ1 ’21Q2 ’21: $134MQ3 ’21: $141MQ4 ’21: $163MQ4 ’21Q1 ’22: $103MQ2 ’22: $92MQ3 ’22: $82MQ3 ’22Q4 ’22: $76,896Q3 ’23: $76,896filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023630.9K$76,896+1.39%
Q4 2022630.9K$76,896+1.39%
Q3 2022627.1K$82M+1.66%
Q2 2022640.7K$92M+1.74%
Q1 2022633.9K$103M+1.52%
Q4 2021787.3K$163M+2.09%
Q3 2021732.0K$141M+2.01%
Q2 2021718.9K$134M+1.91%
Q1 2021549.0K$92M+1.36%
Q4 2020544.3K$80M+1.17%
Q3 2020540.4K$59M+1.19%
Q2 2020571.8K$61M+1.36%
Q1 2020414.7K$34M+0.98%
Q4 2019401.3K$47M+1.13%
Q3 2019382.2K$37M+0.97%
Q2 2019373.8K$36M+0.98%
Q1 2019369.4K$37M+1.05%
Q4 2018332.3K$29M+0.92%

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