SEC 13F Intelligence

FRCBFIRST REP BK SAN FRA

CUSIP 33616C100 · Yahoo Finance ↗ · Google Finance ↗

First Rep Bk San Fra (FRCB) has 10 institutional holders in Filings Flow’s 13F database, together reporting 8.7K shares worth $759,618 as of Q1 2026. The largest reported holders are Ramiah Investment Group, Sarver Vrooman Wealth Advisors, and Hantz Financial Services, Inc..

Institutional Holders
10
Q1 2026
Reported Value
$759,618
Ticker
FRCB
Quarters Tracked
10

Ownership Trend

Institutional holders
Q4 ’18: 444Q4 ’18Q1 ’19: 495Q2 ’19: 494Q2 ’19Q3 ’19: 457Q2 ’21: 625Q2 ’21Q4 ’21: 710Q4 ’22: 684Q4 ’22Q4 ’25: 10Q1 ’26: 10Q1 ’26Q2 ’26: 1filingsflow.com
Total reported value
Q4 ’18: $410.0BQ4 ’18Q1 ’19: $467.2BQ2 ’19: $448.1BQ2 ’19Q3 ’19: $522.6BQ2 ’21: $831.0BQ2 ’21Q4 ’21: $374.9BQ4 ’22: $11.2BQ4 ’22Q4 ’25: $2Q1 ’26: $759,618Q1 ’26Q2 ’26: $0filingsflow.com

Holders

Mixed quarters
Manager% of PortfolioValueSharesQuarter
Ramiah Investment Group$275M AUM4.09%$759,6186.2KQ1 2026OLDER
Sarver Vrooman Wealth Advisors$168M AUM0.00%$1615Q4 2025OLDER
Front Row Advisors LLC$296M AUM$0325Q4 2025OLDER
Financial Gravity Asset Management, Inc.$562M AUM$030Q1 2026OLDER
Salomon & Ludwin, LLC$1.1B AUM$08Q1 2026OLDER
HUNTINGTON NATIONAL BANK$18.1B AUM$08Q1 2026OLDER
Archer Investment Corp$469M AUM$021Q1 2026OLDER
RMG Wealth Management LLC$866M AUM$050Q1 2026OLDER
Strengthening Families & Communities, LLC$401M AUM$03Q3 2025OLDER
Comprehensive Financial Planning, Inc./PA$144M AUM$01.6KQ1 2026OLDER
RHL GROUP, LLC$117M AUM$02Q1 2026OLDER
Bay Harbor Wealth Management, LLC$386M AUM$065Q3 2025OLDER
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$275M AUM$06Q2 2026

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