Coldstream Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Coldstream Capital Management’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$499K	Sell
2025 Q2	$552K	Buy
2025 Q1	$482K	Sell
2024 Q4	$556K	Sell
2024 Q3	$500K	Buy
2024 Q2	$411K	Sell
2024 Q1	$420K	Hold
2023 Q4	$365K	Buy
2023 Q3	$235K	Sell
2023 Q2	$237K	Buy