FCBT
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First Citizens Bank & Trust’s Provident Financial Services PFS Stock Holding History

First Citizens Bank & Trust’s Portfolio PFS Stock Details PFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$509K Buy
21,518
+2,166
+11% +$48.6K 0.01% 464
2026
Q1 		$409K Sell
19,352
-1,800
-9% -$38.4K 0.01% 473
2025
Q4 		$418K Sell
21,152
-446
-2% -$8.62K 0.01% 470
2025
Q3 		$416K Sell
21,598
-619
-3% -$11.8K 0.01% 469
2025
Q2 		$389K Buy
+22,217
New +$369K 0.01% 489
2020
Q4 		– Sell
-10,439
Closed -$127K – 400
2020
Q3 		$127K Sell
10,439
-430
-4% -$5.79K 0.01% 365
2020
Q2 		$157K Buy
+10,869
New +$145K 0.01% 377
2017
Q2 		– Sell
-9,298
Closed -$240K – 478
2017
Q1 		$240K Sell
9,298
-1,259
-12% -$33.4K 0.03% 415
2016
Q4 		$299K Sell
10,557
-4,721
-31% -$118K 0.03% 342
2016
Q3 		$324K Sell
15,278
-5,188
-25% -$107K 0.03% 381
2016
Q2 		$402K Sell
20,466
-2,073
-9% -$41.3K 0.04% 336
2016
Q1 		$455K Sell
22,539
-16,764
-43% -$318K 0.04% 283
2015
Q4 		$792K Sell
39,303
-992
-2% -$20.2K 0.06% 239
2015
Q3 		$786K Buy
+40,295
New +$773K 0.06% 257

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BIAS
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OLA
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Handelsbanken Fonder
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MAG
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CFO
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HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BWM
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GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return