Coppell Advisory Solutions Corp. - FIRST REP BK SAN FRANCISCO C ownership

FIRST REP BK SAN FRANCISCO C's ticker is FRC and the CUSIP is 33616C100. A total of 30 filers reported holding FIRST REP BK SAN FRANCISCO C in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.0%.

About FIRST REP BK SAN FRANCISCO C

First Republic Bank of San Francisco is a leading financial institution that has been serving the needs of its clients for over 30 years. The bank is known for its exceptional customer service, personalized approach, and commitment to providing innovative financial solutions to its clients.

First Republic Bank of San Francisco offers a wide range of financial products and services, including personal banking, business banking, wealth management, and trust services. The bank's personal banking services include checking and savings accounts, credit cards, and personal loans. Its business banking services include commercial lending, cash management, and merchant services.

The bank's wealth management services are designed to help clients achieve their financial goals through customized investment strategies and comprehensive financial planning. Its trust services provide clients with the peace of mind that comes with knowing their assets are being managed by experienced professionals.

First Republic Bank of San Francisco is led by a team of experienced executives, including Chairman and CEO James H. Herbert II, President and COO Hafize Gaye Erkan, and Executive Vice President and CFO Michael J. Roffler.

Overall, First Republic Bank of San Francisco is a trusted financial institution that is committed to providing its clients with exceptional service and innovative financial solutions. Whether you are an individual looking for personal banking services or a business owner in need of commercial lending, First Republic Bank of San Francisco has the expertise and resources to help you achieve your financial goals.

It's important to note that this information is for educational purposes only and has not been fact-checked. As with any investment, it's important to do your own research and consult with a financial advisor before making any investment decisions.

Quarter-by-quarter ownership
Coppell Advisory Solutions Corp. ownership history of FIRST REP BK SAN FRANCISCO C
ValueSharesWeighting
Q4 2022$190,6471,5640.06%
Other shareholders
FIRST REP BK SAN FRANCISCO C shareholders Q2 2024
NameSharesValueWeighting ↓
Cornerstone Planning Group LLC 15$10.00%
EverSource Wealth Advisors, LLC 86$10.00%
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 530$90.00%
HANTZ FINANCIAL SERVICES, INC. 935$00.00%
Mascoma Wealth Management LLC 32$10.00%
Westend Capital Management, LLC 1$00.00%
HUNTINGTON NATIONAL BANK 1$00.00%
Salomon & Ludwin, LLC 8$00.00%
Hexagon Capital Partners LLC 270$60.00%
Wells Financial Advisors INC 24$00.00%
View complete list of FIRST REP BK SAN FRANCISCO C shareholders