Anchor Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Anchor Investment Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.9M	Buy	13,220 +5	+0%	+$10K	2.08%	6
2025 Q4	$28.4M	Buy	13,215 +184	+1%	+$347K	2.3%	6
2025 Q3	$23.3M	Sell	13,031 -5	-0%	-$9.86K	1.93%	7
2025 Q2	$25.5M	Buy	13,036 +4,585	+54%	+$8.32M	2.24%	5
2025 Q1	$15.7M	Sell	8,451 -92	-1%	-$187K	1.46%	12
2024 Q4	$18.1M	Hold	8,543	–	–	1.68%	10
2024 Q3	$15.7M	Sell	8,543 -93	-1%	-$177K	1.48%	13
2024 Q2	$14.5M	Buy	8,636 +718	+9%	+$1.2M	1.5%	14
2024 Q1	$12.9M	Hold	7,918	–	–	1.36%	14
2023 Q4	$11.2M	Hold	7,918	–	–	1.29%	14
2023 Q3	$10.9M	Hold	7,918	–	–	1.43%	13
2023 Q2	$10.2M	Hold	7,918	–	–	1.3%	14
2023 Q1	$7.71M	Hold	7,918	–	–	1.05%	19
2022 Q4	$6M	Hold	7,918	–	–	0.86%	26
2022 Q3	$6.31M	Hold	7,918	–	–	0.98%	25
2022 Q2	$5.18M	Hold	7,918	–	–	0.75%	34
2022 Q1	$5.27M	Buy	7,918 +20	+0.3%	+$15.6K	0.66%	39
2021 Q4	$6.55M	Hold	7,898	–	–	0.81%	27
2021 Q3	$6.66M	Hold	7,898	–	–	0.93%	21
2021 Q2	$6.58M	Hold	7,898	–	–	0.91%	23
2021 Q1	$6.6M	Hold	7,898	–	–	1.01%	21
2020 Q4	$4.54M	Sell	7,898 -50	-0.6%	-$25.2K	0.82%	28
2020 Q3	$2.53M	Hold	7,948	–	–	0.51%	58
2020 Q2	$3.22M	Buy	7,948 +984	+14%	+$361K	0.72%	33
2020 Q1	$2.32M	Hold	6,964	–	–	0.6%	50
2019 Q4	$3.71M	Hold	6,964	–	–	0.79%	31
2019 Q3	$3.28M	Hold	6,964	–	–	0.76%	28
2019 Q2	$3.14M	Hold	6,964	–	–	0.75%	30
2019 Q1	$2.84M	Hold	6,964	–	–	0.71%	32
2018 Q4	$2.63M	Hold	6,964	–	–	0.75%	29
2018 Q3	$3.15M	Hold	6,964	–	–	0.72%	33
2018 Q2	$2.81M	Hold	6,964	–	–	0.69%	32
2018 Q1	$2.88M	Hold	6,964	–	–	0.75%	30
2017 Q4	$2.81M	Hold	6,964	–	–	0.74%	33
2017 Q3	$2.6M	Hold	6,964	–	–	0.76%	32
2017 Q2	$2.6M	Hold	6,964	–	–	0.86%	28
2017 Q1	$2.34M	Buy	6,964 +3,051	+78%	+$1.08M	0.8%	32
2016 Q4	$1.39M	Sell	3,913 -473	-11%	-$154K	0.52%	57
2016 Q3	$1.29M	Hold	4,386	–	–	0.5%	59
2016 Q2	$1.14M	Sell	4,386 -100	-2%	-$25.2K	0.45%	67
2016 Q1	$1.13M	Buy	+4,486	New	+$1.08M	0.46%	66