FCBT
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First Citizens Bank & Trust’s Williams Companies WMB Stock Holding History

First Citizens Bank & Trust’s Portfolio WMB Stock Details WMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$804K Sell
10,809
-1,493
-12% -$110K 0.01% 357
2026
Q1 		$895K Sell
12,302
-1,159
-9% -$80.2K 0.02% 315
2025
Q4 		$809K Buy
13,461
+282
+2% +$17.1K 0.02% 335
2025
Q3 		$835K Buy
13,179
+1,451
+12% +$85.2K 0.02% 320
2025
Q2 		$737K Sell
11,728
-340
-3% -$20.1K 0.01% 335
2025
Q1 		$721K Buy
12,068
+1,526
+14% +$87.3K 0.02% 271
2024
Q4 		$571K Sell
10,542
-36
-0.3% -$1.94K 0.01% 296
2024
Q3 		$483K Sell
10,578
-598
-5% -$26.3K 0.01% 324
2024
Q2 		$475K Buy
11,176
+2,126
+23% +$85.3K 0.01% 324
2024
Q1 		$353K Buy
+9,050
New +$322K 0.01% 351
2015
Q4 		– Sell
-6,235
Closed -$230K – 409
2015
Q3 		$230K Sell
6,235
-2,827
-31% -$141K 0.02% 353
2015
Q2 		$520K Sell
9,062
-3,924
-30% -$202K 0.04% 303
2015
Q1 		$657K Buy
12,986
+1,899
+17% +$88K 0.05% 277
2014
Q4 		$498K Buy
+11,087
New +$567K 0.04% 242
2014
Q3 		– Sell
-5,100
Closed -$297K – 358
2014
Q2 		$297K Buy
+5,100
New +$236K 0.03% 268
2013
Q4 		– Sell
-67,671
Closed -$2.46M – 805
2013
Q3 		$2.46M Buy
67,671
+5,460
+9% +$191K 0.09% 207
2013
Q2 		$2.02M Buy
+62,211
New +$2.24M 0.08% 220

Other funds holding WMB

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
VFM
Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return