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Alteri Wealth’s First Citizens BancShares FCNCA Stock Holding History

Alteri Wealth’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$204K Buy
+98
New +$197K 0.06% 279
2026
Q1 		– Sell
-148
Closed -$318K – 295
2025
Q4 		$318K Sell
148
-6
-4% -$11.3K 0.1% 218
2025
Q3 		$276K Buy
154
+6
+4% +$11.8K 0.09% 225
2025
Q2 		$290K Buy
+148
New +$269K 0.11% 204

Other funds holding FCNCA

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Alteri Wealth's FCNCA Position: Q2 2026 in Review

Alteri Wealth opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 98 shares worth $204K. The stake represents 0.06% of the portfolio and ranks #279 among its holdings. This is a return to the name: Alteri Wealth previously reported a position in FCNCA as recently as Q4 2025.

Alteri Wealth first reported a position in FCNCA in Q2 2025 and has held it in 4 quarters since. The position peaked at $318K in Q4 2025. 207 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Alteri Wealth held 98 shares of First Citizens BancShares worth $204K as of Q2 2026.
  • First Citizens BancShares was a new Alteri Wealth position in Q2 2026.
  • First Citizens BancShares made up 0.06% of Alteri Wealth's portfolio in Q2 2026, its #279 holding.
  • Alteri Wealth first reported a position in First Citizens BancShares in Q2 2025 and has held it in 4 quarters since.
  • Alteri Wealth's First Citizens BancShares position peaked at $318K in Q4 2025.
  • 207 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Alteri Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.