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Evergreen Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Evergreen Wealth 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 		$3.72M Buy
1,786
+34
+2% +$68.2K 1.74% 20
2026
Q1 		$3.3M Buy
1,752
+26
+2% +$52.2K 1.7% 20
2025
Q4 		$3.71M Buy
1,726
+37
+2% +$69.7K 1.87% 19
2025
Q3 		$3.02M Buy
+1,689
New +$3.33M 1.58% 23

Other funds holding FCNCA

RP
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Evergreen Wealth Management's FCNCA Position: Q2 2026 in Review

Evergreen Wealth Management increased its First Citizens BancShares (FCNCA) stake by 1.9% in Q2 2026, buying an estimated $68.2K and bringing the position to 1,786 shares worth $3.72M. The position accounts for 1.74% of the portfolio, ranked #20.

Evergreen Wealth Management first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. 207 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Evergreen Wealth Management held 1,786 shares of First Citizens BancShares worth $3.72M as of Q2 2026.
  • Evergreen Wealth Management bought 34 First Citizens BancShares shares in Q2 2026, an estimated $68.2K.
  • First Citizens BancShares made up 1.74% of Evergreen Wealth Management's portfolio in Q2 2026, its #20 holding.
  • Evergreen Wealth Management first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • 207 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.