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BSW Wealth Partners’s FNB Corp FNB Stock Holding History

BSW Wealth Partners’s Portfolio FNB Stock Details FNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$385K Sell
20,165
-2
-0% -$36 0.04% 215
2026
Q1 		$337K Buy
20,167
+1
+0% +$17 0.04% 227
2025
Q4 		$345K Hold
20,166
– – 0.04% 219
2025
Q3 		$325K Buy
20,166
+1
+0% +$16 0.04% 239
2025
Q2 		$294K Sell
20,165
-1
-0% -$14 0.04% 245
2025
Q1 		$271K Buy
20,166
+1
+0% +$15 0.04% 245
2024
Q4 		$298K Hold
20,165
– – 0.04% 231
2024
Q3 		$285K Buy
20,165
+55
+0.3% +$785 0.05% 237
2024
Q2 		$275K Hold
20,110
– – 0.05% 223
2024
Q1 		$284K Hold
20,110
– – 0.05% 228
2023
Q4 		$277K Hold
20,110
– – 0.05% 214
2023
Q3 		$217K Hold
20,110
– – 0.05% 219
2023
Q2 		$230K Hold
20,110
– – 0.05% 232
2023
Q1 		$233K Buy
+20,110
New +$268K 0.05% 267

Other funds holding FNB

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
BFA
Bill Few Associates Pittsburgh, Pennsylvania $468M AUM 25.45% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
PGWM
Parisi Gray Wealth Management Mendham, New Jersey $487M AUM 33.83% 1-Year Est. Return