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Summit Trail Advisors’s First Citizens BancShares FCNCA Stock Holding History

Summit Trail 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 		$765K Buy
391
+81
+26% +$158K 0.01% 569
2025
Q1 		$574K Buy
310
+69
+29% +$128K 0.02% 237
2024
Q4 		$508K Buy
241
+39
+19% +$82.3K 0.02% 214
2024
Q3 		$373K Buy
202
+17
+9% +$31.4K 0.01% 484
2024
Q2 		$312K Buy
+185
New +$312K 0.01% 482