CoreCap Advisors’s First Citizens BancShares FCNCA Stock Holding History

CoreCap 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	$18.7K	Hold	9	–	–	﹤0.01%	1826
2026 Q1	$17K	Hold	9	–	–	﹤0.01%	1735
2025 Q4	$19.3K	Buy	+9	New	+$17K	﹤0.01%	1694
2024 Q2	–	Sell	-13	Closed	-$21.3K	–	1919
2024 Q1	$21.3K	Buy	+13	New	+$19.6K	﹤0.01%	1457
2022 Q4	$17.4K	Buy	+23	New	+$18.5K	﹤0.01%	1346
2022 Q3	–	Sell	-37	Closed	-$24K	–	1030
2022 Q2	$24K	Buy	+37	New	+$24.1K	﹤0.01%	1177
2022 Q1	–	Sell	-37	Closed	-$31K	–	1035
2021 Q4	$31K	Buy	+37	New	+$30.9K	﹤0.01%	1160

Other funds holding FCNCA

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return