Concurrent Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Concurrent Investment 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 Q2	$539K	Buy	259 +7	+3%	+$14K	﹤0.01%	1364
2026 Q1	$475K	Buy	252 +30	+14%	+$60.2K	0.01%	1239
2025 Q4	$477K	Buy	222 +104	+88%	+$196K	0.01%	1170
2025 Q3	$211K	Hold	118	–	–	﹤0.01%	1334
2025 Q2	$231K	Buy	118 +1	+0.9%	+$1.81K	﹤0.01%	1198
2025 Q1	$217K	Hold	117	–	–	0.01%	1088
2024 Q4	$247K	Buy	117 +8	+7%	+$16.8K	0.01%	903
2024 Q3	$201K	Buy	+109	New	+$208K	0.01%	941

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

Concurrent Investment Advisors's FCNCA Position: Q2 2026 in Review

Concurrent Investment Advisors increased its First Citizens BancShares (FCNCA) stake by 2.8% in Q2 2026, buying an estimated $14K and bringing the position to 259 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

Concurrent Investment Advisors first reported a position in FCNCA in Q3 2024 and has held it in 8 quarters since. 207 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Concurrent Investment Advisors held 259 shares of First Citizens BancShares worth $539K as of Q2 2026.
Concurrent Investment Advisors bought 7 First Citizens BancShares shares in Q2 2026, an estimated $14K.
First Citizens BancShares made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1364 holding.
Concurrent Investment Advisors first reported a position in First Citizens BancShares in Q3 2024 and has held it in 8 quarters since.
207 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.