Hamilton Point Investment Advisors, LLC / FRCB
Hamilton Point Investment Advisors, LLC’s First Rep Bk San Fra Position
Does Hamilton Point Investment Advisors, LLC own First Rep Bk San Fra (FRCB)? Not currently — the last reported position was 53.1K shares worth $6M in Q4 2022; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$6M
Q4 2022
Shares
53.1K
% of Portfolio
+1.78%
Quarters Held
17
position exited
Position History FRCB
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2022 | 53.1K | $6M | +1.78% |
| Q3 2022 | 52.7K | $7M | +2.09% |
| Q2 2022 | 52.6K | $8M | +2.21% |
| Q1 2022 | 52.0K | $8M | +2.17% |
| Q4 2021 | 50.6K | $10M | +2.49% |
| Q3 2021 | 49.8K | $10M | +2.55% |
| Q2 2021 | 49.8K | $9M | +2.52% |
| Q1 2021 | 49.6K | $8M | +2.39% |
| Q4 2020 | 48.7K | $7M | +2.26% |
| Q3 2020 | 49.3K | $5M | +1.89% |
| Q2 2020 | 49.0K | $5M | +2.00% |
| Q1 2020 | 48.2K | $4M | +1.85% |
| Q4 2019 | 46.6K | $5M | +2.08% |
| Q3 2019 | 47.0K | $5M | +1.86% |
| Q2 2019 | 46.5K | $5M | +1.94% |
| Q1 2019 | 46.0K | $5M | +2.05% |
| Q4 2018 | 45.9K | $4M | +2.02% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hamilton Point Investment Advisors, LLC’s full portfolio or all institutional holders of FRCB.