Kovitz Investment Group Partners’s First Citizens BancShares FCNCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$216K	Sell	110 -28	-20%	-$55K	﹤0.01%	1252
2025 Q1	$256K	Sell	138 -3	-2%	-$5.56K	﹤0.01%	1094
2024 Q4	$298K	Buy	+141	New	+$298K	﹤0.01%	1039