CFO
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Callan Family Office’s First Citizens BancShares FCNCA Stock Holding History

Callan Family Office’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.01M Buy
517
+141
+38% +$276K 0.03% 401
2025
Q1 		$697K Sell
376
-7
-2% -$13K 0.05% 262
2024
Q4 		$809K Buy
+383
New +$809K 0.05% 286