David Rolfe - Wedgewood Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    22
Portfolio value:    $484,285,577
Holdings Activity Buys Sells    History
Holding/activity history for  First Republic Bank (FRCB)
← All FRCB superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q2 0 0.00 Sell 100.00% 0.48 $0.16–16.36 · VW $5.10i SEC
2023   Q1 201,834 0.48 Add 9.64% 0.04 $11.52–147.68 · VW $52.63i $2,822,000 SEC
2022   Q4 184,096 4.12 Add 22.04% 0.74 $106.86–142.43 · VW $122.77i $22,438,000 SEC
2022   Q3 150,846 3.70 Reduce 1.56% 0.06 $130.35–171.09 · VW $150.98i $19,692,000 SEC
2022   Q2 153,243 3.82 Add 22.16% 0.69 $133.37–167.81 · VW $149.78i $22,097,000 SEC
2022   Q1 125,443 2.87 Add 11.22% 0.29 $155.67–209.30 · VW $172.86i $20,333,000 SEC
2021   Q4 112,785 3.09 Reduce 1.38% 0.04 $191.91–222.86 · VW $208.85i $23,290,000 SEC
2021   Q3 114,362 3.11 Reduce 1.30% 0.04 $184.27–204.68 · VW $195.84i $22,057,000 SEC
2021   Q2 115,871 3.14 Reduce 5.39% 0.17 $165.55–197.38 · VW $184.29i $21,686,000 SEC
2021   Q1 122,472 3.14 Reduce 6.52% 0.19 $143.60–180.35 · VW $161.46i $20,421,000 SEC
2020   Q4 131,008 2.86 Reduce 6.31% 0.15 $108.43–147.24 · VW $131.56i $19,248,000 SEC
2020   Q3 139,827 2.41 Buy 2.41 $100.38–121.17 · VW $110.70i $15,248,000 SEC