SEC 13F Intelligence

FIRST REP

CUSIP 33616C720

First Rep has 2 institutional holders in Filings Flow’s 13F database, together reporting 4.0K shares worth $62,711 as of Q4 2022. The largest reported holders are Chesley Taft & Associates LLC, Atlas Capital Advisors Inc., and Pnc Financial Services Group, Inc..

Institutional Holders
2
Q4 2022
Reported Value
$62,711
Ticker
unmapped
private placement or foreign
Quarters Tracked
2

Ownership Trend

Institutional holders
Q4 ’21: 3Q4 ’21Q4 ’22: 2Q4 ’22filingsflow.com
Total reported value
Q4 ’21: $50MQ4 ’21Q4 ’22: $62,711Q4 ’22filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Chesley Taft & Associates LLC$2.6B AUM0.07%$987,00057.7KQ2 2022OLDER
ATLAS CAPITAL ADVISORS INC.$875M AUM0.00%$23,0954.3KQ1 2023
PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM0.00%$1,20777Q4 2022OLDER

Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.