Cromwell Holdings’s First Citizens BancShares FCNCA Stock Holding History

Cromwell Holdings’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	$6.24K	Buy	3 +1	+50%	+$2K	﹤0.01%	647
2026 Q1	$3.77K	Hold	2	–	–	﹤0.01%	628
2025 Q4	$4.29K	Hold	2	–	–	﹤0.01%	623
2025 Q3	$3.58K	Hold	2	–	–	﹤0.01%	643
2025 Q2	$3.91K	Buy	+2	New	+$3.63K	﹤0.01%	632

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

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

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

SSWM

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

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

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

YIH

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's FCNCA Position: Q2 2026 in Review

Cromwell Holdings increased its First Citizens BancShares (FCNCA) stake by 50% in Q2 2026, buying an estimated $2K and bringing the position to 3 shares worth $6.24K. The position accounts for ﹤0.01% of the portfolio, ranked #647.

Cromwell Holdings first reported a position in FCNCA in Q2 2025 and has held it in 5 quarters since. 86 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Cromwell Holdings held 3 shares of First Citizens BancShares worth $6.24K as of Q2 2026.
Cromwell Holdings bought 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
First Citizens BancShares made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #647 holding.
Cromwell Holdings first reported a position in First Citizens BancShares in Q2 2025 and has held it in 5 quarters since.
86 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.