Westfield Capital Management’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	$6M	Hold	3,185	–	–	0.03%	198
2025 Q4	$6.84M	Hold	3,185	–	–	0.03%	196
2025 Q3	$5.7M	Hold	3,185	–	–	0.02%	203
2025 Q2	$6.23M	Sell	3,185 -1	-0%	-$1.81K	0.03%	199
2025 Q1	$5.91M	Hold	3,186	–	–	0.03%	205
2024 Q4	$6.73M	Sell	3,186 -1,830	-36%	-$3.83M	0.03%	200
2024 Q3	$9.23M	Sell	5,016 -27,598	-85%	-$52.7M	0.04%	199
2024 Q2	$54.9M	Buy	32,614 +4,901	+18%	+$8.2M	0.27%	123
2024 Q1	$45.3M	Buy	27,713 +24,528	+770%	+$36.9M	0.24%	147
2023 Q4	$4.52M	Hold	3,185	–	–	0.03%	214
2023 Q3	$4.4M	Sell	3,185 -29,079	-90%	-$40M	0.03%	207
2023 Q2	$41.4M	Buy	32,264 +2,725	+9%	+$3.15M	0.26%	133
2023 Q1	$28.7M	Buy	29,539 +26,354	+827%	+$19.6M	0.2%	151
2022 Q4	$2.42M	Hold	3,185	–	–	0.02%	199
2022 Q3	$2.54M	Hold	3,185	–	–	0.02%	210
2022 Q2	$2.08M	Hold	3,185	–	–	0.02%	214
2022 Q1	$2.12M	Sell	3,185 -27,772	-90%	-$21.6M	0.01%	214
2021 Q4	$25.7M	Sell	30,957 -30,268	-49%	-$25.2M	0.15%	159
2021 Q3	$51.6M	Sell	61,225 -4,870	-7%	-$4.05M	0.31%	115
2021 Q2	$55M	Sell	66,095 -3,692	-5%	-$3.15M	0.33%	115
2021 Q1	$58.3M	Buy	+69,787	New	+$50.5M	0.36%	106