Stephens Inc’s First Citizens BancShares FCNCA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.94M	Sell	3,150 -36	-1%	-$72.2K	0.07%	259
2025 Q4	$6.84M	Hold	3,186	–	–	0.09%	234
2025 Q3	$5.7M	Hold	3,186	–	–	0.07%	262
2025 Q2	$6.23M	Sell	3,186 -101	-3%	-$183K	0.09%	238
2025 Q1	$6.09M	Sell	3,287 -33	-1%	-$67.2K	0.09%	233
2024 Q4	$7.02M	Buy	3,320 +5	+0.2%	+$10.5K	0.1%	209
2024 Q3	$6.1M	Buy	3,315 +3	+0.1%	+$5.72K	0.09%	236
2024 Q2	$5.58M	Hold	3,312	–	–	0.09%	239
2024 Q1	$5.42M	Hold	3,312	–	–	0.08%	249
2023 Q4	$4.7M	Hold	3,312	–	–	0.08%	248
2023 Q3	$4.57M	Buy	3,312 +700	+27%	+$962K	0.09%	236
2023 Q2	$3.35M	Sell	2,612 -125	-5%	-$145K	0.06%	298
2023 Q1	$2.66M	Sell	2,737 -42	-2%	-$31.2K	0.05%	326
2022 Q4	$2.11M	Hold	2,779	–	–	0.04%	361
2022 Q3	$2.22M	Hold	2,779	–	–	0.05%	338
2022 Q2	$1.82M	Buy	+2,779	New	+$1.81M	0.04%	405