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Callan Family Office’s First Community Bankshares FCBC Stock Holding History

Callan Family Office’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-394,215
Closed -$14.5M – 193
2024
Q2 		$14.5M Buy
+394,215
New +$13.4M 2.79% 9

Other funds holding FCBC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Callan Family Office's FCBC Position: Q3 2024 in Review

Callan Family Office sold out of First Community Bankshares (FCBC) in Q3 2024, closing a stake of 394,215 shares — an estimated $14.5M sold.

Callan Family Office first reported a position in FCBC in Q2 2024 and held it in 1 quarter. The position peaked at $14.5M in Q2 2024. 110 funds tracked by Wall St. Rank hold FCBC as of Q3 2024.

  • Callan Family Office reported no remaining First Community Bankshares position as of Q3 2024 after selling out during the quarter.
  • Callan Family Office sold 394,215 First Community Bankshares shares in Q3 2024, an estimated $14.5M.
  • Callan Family Office first reported a position in First Community Bankshares in Q2 2024 and held it in 1 quarter.
  • Callan Family Office's First Community Bankshares position peaked at $14.5M in Q2 2024.
  • 110 funds tracked by Wall St. Rank held First Community Bankshares as of Q3 2024.

Based on Callan Family Office's 13F filing for Q3 2024, filed 8 Oct 2024.