Avantra Family Wealth’s First Citizens BancShares FCNCA Stock Holding History

Avantra Family 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	$1.08M	Sell	520 -28	-5%	-$56.1K	0.69%	39
2026 Q1	$1.03M	Buy	548 +11	+2%	+$22.1K	0.77%	35
2025 Q4	$1.15M	Sell	537 -4	-0.7%	-$7.54K	0.84%	35
2025 Q3	$968K	Buy	541 +414	+326%	+$816K	0.72%	41
2025 Q2	$248K	Sell	127 -480	-79%	-$871K	0.21%	119
2025 Q1	$1.13M	Buy	607 +10	+2%	+$20.4K	1.08%	20
2024 Q4	$1.26M	Buy	+597	New	+$1.25M	1.18%	14

Other funds holding FCNCA

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

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 Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Avantra Family Wealth's FCNCA Position: Q2 2026 in Review

Avantra Family Wealth reduced its First Citizens BancShares (FCNCA) stake by 5.1% in Q2 2026, selling an estimated $56.1K and leaving 520 shares worth $1.08M. The position accounts for 0.69% of the portfolio, ranked #39.

Avantra Family Wealth first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.26M in Q4 2024. 207 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Avantra Family Wealth held 520 shares of First Citizens BancShares worth $1.08M as of Q2 2026.
Avantra Family Wealth sold 28 First Citizens BancShares shares in Q2 2026, an estimated $56.1K.
First Citizens BancShares made up 0.69% of Avantra Family Wealth's portfolio in Q2 2026, its #39 holding.
Avantra Family Wealth first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
Avantra Family Wealth's First Citizens BancShares position peaked at $1.26M in Q4 2024.
207 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

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