Steward Partners Investment Advisory’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	$5.4M	Buy	2,867 +2,806	+4,600%	+$5.63M	0.03%	495
2025 Q4	$130K	Sell	61 -4	-6%	-$7.54K	﹤0.01%	2144
2025 Q3	$115K	Sell	65 -13	-17%	-$25.6K	﹤0.01%	2143
2025 Q2	$152K	Sell	78 -3	-4%	-$5.44K	﹤0.01%	1886
2025 Q1	$151K	Buy	81 +4	+5%	+$8.15K	﹤0.01%	1783
2024 Q4	$164K	Buy	77 +7	+10%	+$14.7K	﹤0.01%	1720
2024 Q3	$130K	Sell	70 -24	-26%	-$45.8K	﹤0.01%	1747
2024 Q2	$159K	Buy	94 +26	+38%	+$43.5K	﹤0.01%	1555
2024 Q1	$112K	Sell	68 -1	-1%	-$1.5K	﹤0.01%	1707
2023 Q4	$98.3K	Hold	69	–	–	﹤0.01%	1708
2023 Q3	$95.5K	Sell	69 -27	-28%	-$37.1K	﹤0.01%	1586
2023 Q2	$123K	Hold	96	–	–	﹤0.01%	1479
2023 Q1	$93.6K	Hold	96	–	–	﹤0.01%	1617
2022 Q4	$72.9K	Hold	96	–	–	﹤0.01%	1683
2022 Q3	$77K	Hold	96	–	–	﹤0.01%	1598
2022 Q2	$63K	Hold	96	–	–	﹤0.01%	1688
2022 Q1	$64K	Buy	+96	New	+$74.7K	﹤0.01%	1787