Elevation Wealth Partners
FCNCA icon

Elevation Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Elevation Wealth Partners’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 		$4.12K Hold
2
– – ﹤0.01% 1138
2026
Q2 		$4.16K Buy
+2
New +$4.01K ﹤0.01% 1061
2026
Q1 		– Sell
-3
Closed -$6.44K – 1099
2025
Q4 		$6.44K Buy
+3
New +$5.66K ﹤0.01% 574

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Cortland Associates
Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Elevation Wealth Partners's FCNCA Position: Q3 2026 in Review

Elevation Wealth Partners held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 2 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1138.

Elevation Wealth Partners first reported a position in FCNCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.44K in Q4 2025. 214 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Elevation Wealth Partners held 2 shares of First Citizens BancShares worth $4.12K as of Q3 2026.
  • Elevation Wealth Partners left its First Citizens BancShares share count unchanged in Q3 2026.
  • First Citizens BancShares made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1138 holding.
  • Elevation Wealth Partners first reported a position in First Citizens BancShares in Q4 2025 and has held it in 3 quarters since.
  • Elevation Wealth Partners's First Citizens BancShares position peaked at $6.44K in Q4 2025.
  • 214 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.