FFA
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Farther Finance Advisors’s First Citizens BancShares FCNCA Stock Holding History

Farther Finance Advisors’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 		$320K Sell
155
-12
-7% -$25.8K ﹤0.01% 1932
2026
Q2 		$347K Sell
167
-169
-50% -$339K ﹤0.01% 1835
2026
Q1 		$637K Sell
336
-66
-16% -$132K 0.01% 1236
2025
Q4 		$864K Buy
402
+32
+9% +$60.3K 0.01% 969
2025
Q3 		$663K Buy
370
+29
+9% +$57.2K 0.01% 933
2025
Q2 		$667K Buy
341
+101
+42% +$183K 0.01% 769
2025
Q1 		$438K Buy
240
+28
+13% +$57K 0.01% 841
2024
Q4 		$448K Buy
212
+166
+361% +$348K 0.02% 627
2024
Q3 		$84.7K Buy
46
+1
+2% +$1.91K ﹤0.01% 1383
2024
Q2 		$76.4K Buy
45
+11
+32% +$18.4K ﹤0.01% 1243
2024
Q1 		$54.6K Buy
34
+2
+6% +$3.01K ﹤0.01% 1156
2023
Q4 		$45.4K Buy
32
+6
+23% +$8.43K ﹤0.01% 1068
2023
Q3 		$35.9K Buy
26
+5
+24% +$6.87K 0.01% 894
2023
Q2 		$27K Buy
21
+2
+11% +$2.31K 0.01% 897
2023
Q1 		$18.5K Sell
19
-3
-14% -$2.23K 0.01% 930
2022
Q4 		$16.7K Buy
+22
New +$17.7K 0.01% 789

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
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
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors's FCNCA Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Citizens BancShares (FCNCA) stake by 7.2% in Q3 2026, selling an estimated $25.8K and leaving 155 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

Farther Finance Advisors first reported a position in FCNCA in Q4 2022 and has held it in 16 quarters since. The position peaked at $864K in Q4 2025. 25 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Farther Finance Advisors held 155 shares of First Citizens BancShares worth $320K as of Q3 2026.
  • Farther Finance Advisors sold 12 First Citizens BancShares shares in Q3 2026, an estimated $25.8K.
  • First Citizens BancShares made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1932 holding.
  • Farther Finance Advisors first reported a position in First Citizens BancShares in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's First Citizens BancShares position peaked at $864K in Q4 2025.
  • 25 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.