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Diversified Management’s First Citizens BancShares FCNCA Stock Holding History

Diversified Management’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 		$245K Buy
+119
New +$256K 0.04% 221
2026
Q2 		– Sell
-119
Closed -$224K – 213
2026
Q1 		$224K Buy
+119
New +$239K 0.04% 247

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
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CPBTD
Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Diversified Management's FCNCA Position: Q3 2026 in Review

Diversified Management opened a new position in First Citizens BancShares (FCNCA) in Q3 2026: 119 shares worth $245K. The stake represents 0.04% of the portfolio and ranks #221 among its holdings. This is a return to the name: Diversified Management previously reported a position in FCNCA as recently as Q1 2026.

Diversified Management first reported a position in FCNCA in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Diversified Management held 119 shares of First Citizens BancShares worth $245K as of Q3 2026.
  • First Citizens BancShares was a new Diversified Management position in Q3 2026.
  • First Citizens BancShares made up 0.04% of Diversified Management's portfolio in Q3 2026, its #221 holding.
  • Diversified Management first reported a position in First Citizens BancShares in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.