Colton Groome Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Colton Groome Financial Advisors’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 Q3	$447K	Hold	217	–	–	0.1%	99
2026 Q2	$452K	Hold	217	–	–	0.11%	109
2026 Q1	$409K	Hold	217	–	–	0.12%	95
2025 Q4	$466K	Buy	217 +17	+9%	+$32K	0.13%	85
2025 Q3	$358K	Hold	200	–	–	0.11%	99
2025 Q2	$391K	Hold	200	–	–	0.13%	91
2025 Q1	$356K	Hold	200	–	–	0.14%	90
2024 Q4	$423K	Hold	200	–	–	0.16%	75
2024 Q3	$368K	Hold	200	–	–	0.14%	93
2024 Q2	$337K	Buy	+200	New	+$335K	0.13%	91

Other funds holding FCNCA

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Colton Groome Financial Advisors's FCNCA Position: Q3 2026 in Review

Colton Groome Financial Advisors held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 217 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #99.

Colton Groome Financial Advisors first reported a position in FCNCA in Q2 2024 and has held it in 10 quarters since. The position peaked at $466K in Q4 2025. 25 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Colton Groome Financial Advisors held 217 shares of First Citizens BancShares worth $447K as of Q3 2026.
Colton Groome Financial Advisors left its First Citizens BancShares share count unchanged in Q3 2026.
First Citizens BancShares made up 0.1% of Colton Groome Financial Advisors's portfolio in Q3 2026, its #99 holding.
Colton Groome Financial Advisors first reported a position in First Citizens BancShares in Q2 2024 and has held it in 10 quarters since.
Colton Groome Financial Advisors's First Citizens BancShares position peaked at $466K in Q4 2025.
25 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.