First Citizens Bank & Trust’s XPEL XPEL Stock Holding History

First Citizens Bank & Trust’s Portfolio XPEL Stock Details XPEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$623K	Buy	12,567 +396	+3%	+$18K	0.01%	415
2026 Q1	$539K	Sell	12,171 -184	-1%	-$8.79K	0.01%	423
2025 Q4	$617K	Sell	12,355 -46	-0.4%	-$1.92K	0.01%	400
2025 Q3	$410K	Sell	12,401 -1,700	-12%	-$60.3K	0.01%	471
2025 Q2	$506K	Buy	+14,101	New	+$465K	0.01%	430

Other funds holding XPEL

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Pacific Excel Wealth Advisors Walnut Creek, California $258M AUM

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return