Cresset Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$238K Sell
2025
Q2
$264K Sell
2025
Q1
$302K Buy
2024
Q4
$332K Sell
2024
Q3
$1.3M Buy
2024
Q2
$1.14M Buy
2024
Q1
$448K Sell
2023
Q4
$413K Buy
2023
Q3
$385K Buy
2023
Q2
$352K Buy
2022
Q3
Sell
2022
Q2
$266K Buy