Waverly Advisors’s First Citizens BancShares FCNCA Stock Holding History

Waverly Advisors’s Portfolio FCNCA Stock Details FCNCA Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.57M	Buy
2025 Q2	$2.8M	Buy
2025 Q1	$2.65M	Hold
2024 Q4	$3.02M	Buy
2024 Q3	$2.62M	Sell
2024 Q2	$2.4M	Hold
2024 Q1	$2.33M	Sell
2023 Q4	$2.02M	Buy
2023 Q3	$1.97M	Buy