FCBT
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First Citizens Bank & Trust’s Quaker Houghton KWR Stock Holding History

First Citizens Bank & Trust’s Portfolio KWR Stock Details KWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$432K Sell
2,722
-143
-5% -$20.1K 0.01% 495
2026
Q1 		$356K Sell
2,865
-24
-0.8% -$3.55K 0.01% 517
2025
Q4 		$397K Sell
2,889
-10
-0.3% -$1.35K 0.01% 490
2025
Q3 		$382K Buy
2,899
+927
+47% +$122K 0.01% 494
2025
Q2 		$221K Buy
+1,972
New +$214K ﹤0.01% 587
2022
Q1 		– Sell
-943
Closed -$218K – 451
2021
Q4 		$218K Sell
943
-81
-8% -$19.6K 0.01% 399
2021
Q3 		$244K Buy
+1,024
New +$252K 0.01% 349
2015
Q1 		– Sell
-11,297
Closed -$1.04M – 403
2014
Q4 		$1.04M Buy
11,297
+29
+0.3% +$2.34K 0.08% 158
2014
Q3 		$808K Buy
11,268
+3,789
+51% +$284K 0.07% 183
2014
Q2 		$574K Sell
7,479
-3,236
-30% -$246K 0.05% 227
2014
Q1 		$845K Buy
10,715
+116
+1% +$8.63K 0.08% 173
2013
Q4 		$817K Buy
10,599
+283
+3% +$21.8K 0.07% 176
2013
Q3 		$754K Buy
+10,316
New +$698K 0.03% 530

Other funds holding KWR

CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return