TD Private Client Wealth’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	$1.45M	Sell	767 -325	-30%	-$652K	0.03%	306
2025 Q4	$2.34M	Buy	1,092 +56	+5%	+$106K	0.05%	230
2025 Q3	$1.85M	Buy	1,036 +15	+1%	+$29.6K	0.04%	252
2025 Q2	$2M	Buy	1,021 +13	+1%	+$23.6K	0.05%	239
2025 Q1	$1.87M	Buy	1,008 +20	+2%	+$40.7K	0.05%	237
2024 Q4	$2.09M	Sell	988 -19	-2%	-$39.8K	0.06%	224
2024 Q3	$1.85M	Buy	1,007 +10	+1%	+$19.1K	0.05%	255
2024 Q2	$1.68M	Sell	997 -131	-12%	-$219K	0.05%	265
2024 Q1	$1.84M	Buy	1,128 +65	+6%	+$97.8K	0.06%	251
2023 Q4	$1.51M	Sell	1,063 -18	-2%	-$25.3K	0.05%	267
2023 Q3	$1.49M	Sell	1,081 -55	-5%	-$75.6K	0.06%	256
2023 Q2	$1.46M	Sell	1,136 -38	-3%	-$44K	0.06%	272
2023 Q1	$1.14M	Sell	1,174 -24	-2%	-$17.8K	0.05%	311
2022 Q4	$909K	Sell	1,198 -1	-0.1%	-$805	0.04%	338
2022 Q3	$956K	Buy	+1,199	New	+$937K	0.05%	316
2022 Q2	–	Sell	-35	Closed	-$23.3K	–	1242
2022 Q1	$23.3K	Buy	+35	New	+$27.3K	﹤0.01%	922