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EP Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

EP Wealth Advisors’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$2.49M Buy
1,274
+34
+3% +$66.5K 0.02% 372
2025
Q1 		$2.3M Buy
1,240
+27
+2% +$50K 0.02% 345
2024
Q4 		$2.56M Buy
1,213
+3
+0.2% +$6.34K 0.02% 320
2024
Q3 		$2.23M Buy
+1,210
New +$2.23M 0.02% 338