E. Ohman J:or Asset Management’s First Citizens BancShares FCNCA Stock Holding History

E. Ohman J:or Asset 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 Q2	$1.12M	Sell	540 -12,398	-96%	-$24.9M	0.03%	281
2026 Q1	$24.4M	Buy	12,938 +11	+0.1%	+$22.1K	0.64%	40
2025 Q4	$27.7M	Buy	12,927 +222	+2%	+$418K	0.65%	38
2025 Q3	$22.7M	Hold	12,705	–	–	0.54%	41
2025 Q2	$24.9M	Sell	12,705 -2,687	-17%	-$4.87M	0.62%	43
2025 Q1	$28.5M	Sell	15,392 -2,899	-16%	-$5.9M	0.76%	37
2024 Q4	$38.6M	Sell	18,291 -1,890	-9%	-$3.96M	0.9%	29
2024 Q3	$37.2M	Buy	20,181 +727	+4%	+$1.39M	0.92%	30
2024 Q2	$32.8M	Buy	19,454 +2,262	+13%	+$3.78M	0.81%	34
2024 Q1	$28.1M	Buy	+17,192	New	+$25.9M	0.72%	46

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

E. Ohman J:or Asset Management's FCNCA Position: Q2 2026 in Review

E. Ohman J:or Asset Management reduced its First Citizens BancShares (FCNCA) stake by 96% in Q2 2026, selling an estimated $24.9M and leaving 540 shares worth $1.12M. The position accounts for 0.03% of the portfolio, ranked #281.

E. Ohman J:or Asset Management first reported a position in FCNCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $38.6M in Q4 2024. 332 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

E. Ohman J:or Asset Management held 540 shares of First Citizens BancShares worth $1.12M as of Q2 2026.
E. Ohman J:or Asset Management sold 12,398 First Citizens BancShares shares in Q2 2026, an estimated $24.9M.
First Citizens BancShares made up 0.03% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #281 holding.
E. Ohman J:or Asset Management first reported a position in First Citizens BancShares in Q1 2024 and has held it in 10 quarters since.
E. Ohman J:or Asset Management's First Citizens BancShares position peaked at $38.6M in Q4 2024.
332 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.