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Heartwood Wealth Advisors’s First Community Bankshares FCBC Stock Holding History

Heartwood Wealth Advisors’s Portfolio FCBC Stock Details FCBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,070
Closed -$37.2K – 348
2025
Q3 		$37.2K Buy
+1,070
New +$40.5K ﹤0.01% 319

Other funds holding FCBC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Heartwood Wealth Advisors's FCBC Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of First Community Bankshares (FCBC) in Q4 2025, closing a stake of 1,070 shares — an estimated $37.2K sold.

Heartwood Wealth Advisors first reported a position in FCBC in Q3 2025 and held it in 1 quarter. The position peaked at $37.2K in Q3 2025. 133 funds tracked by Wall St. Rank hold FCBC as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining First Community Bankshares position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,070 First Community Bankshares shares in Q4 2025, an estimated $37.2K.
  • Heartwood Wealth Advisors first reported a position in First Community Bankshares in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's First Community Bankshares position peaked at $37.2K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held First Community Bankshares as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.