CX Institutional
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CX Institutional’s First Citizens BancShares FCNCA Stock Holding History

CX Institutional’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 		$6K Hold
3
– – ﹤0.01% 1424
2026
Q2 		$6K Hold
3
– – ﹤0.01% 1355
2026
Q1 		$6K Buy
+3
New +$6.02K ﹤0.01% 1345

Other funds holding FCNCA

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CX Institutional's FCNCA Position: Q3 2026 in Review

CX Institutional held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 3 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

CX Institutional first reported a position in FCNCA in Q1 2026 and has held it in 3 quarters since. 129 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • CX Institutional held 3 shares of First Citizens BancShares worth $6K as of Q3 2026.
  • CX Institutional left its First Citizens BancShares share count unchanged in Q3 2026.
  • First Citizens BancShares made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1424 holding.
  • CX Institutional first reported a position in First Citizens BancShares in Q1 2026 and has held it in 3 quarters since.
  • 129 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.