KWA
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Kingswood Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Kingswood Wealth Advisors’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$460K Sell
235
-2
-0.8% -$3.91K 0.04% 437
2025
Q1 		$439K Buy
+237
New +$439K 0.04% 430