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Cooper Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Cooper Financial Group’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 		$270K Hold
131
– – 0.02% 372
2026
Q2 		$273K Buy
131
+8
+7% +$16K 0.02% 358
2026
Q1 		$232K Sell
123
-5
-4% -$10K 0.02% 380
2025
Q4 		$275K Sell
128
-3
-2% -$5.66K 0.03% 316
2025
Q3 		$234K Sell
131
-19
-13% -$37.5K 0.03% 348
2025
Q2 		$293K Sell
150
-4
-3% -$7.26K 0.03% 306
2025
Q1 		$286K Buy
154
+8
+5% +$16.3K 0.04% 314
2024
Q4 		$309K Buy
+146
New +$306K 0.04% 307

Other funds holding FCNCA

RP
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
GI
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
CGFA
Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 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

Cooper Financial Group's FCNCA Position: Q3 2026 in Review

Cooper Financial Group held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 131 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #372.

Cooper Financial Group first reported a position in FCNCA in Q4 2024 and has held it in 8 quarters since. The position peaked at $309K in Q4 2024. 25 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Cooper Financial Group held 131 shares of First Citizens BancShares worth $270K as of Q3 2026.
  • Cooper Financial Group left its First Citizens BancShares share count unchanged in Q3 2026.
  • First Citizens BancShares made up 0.02% of Cooper Financial Group's portfolio in Q3 2026, its #372 holding.
  • Cooper Financial Group first reported a position in First Citizens BancShares in Q4 2024 and has held it in 8 quarters since.
  • Cooper Financial Group's First Citizens BancShares position peaked at $309K in Q4 2024.
  • 25 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.