FCBT
AIFC

First Citizens Bank & Trust’s AI Financial Corp AIFC Stock Holding History

First Citizens Bank & Trust’s Portfolio AIFC Stock Details AIFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.61K Hold
13,000
– – ﹤0.01% 644
2026
Q1 		$14.4K Hold
13,000
– – ﹤0.01% 634
2025
Q4 		$14.3K Hold
13,000
– – ﹤0.01% 637
2025
Q3 		$35K Buy
+13,000
New +$77.8K ﹤0.01% 626

Other funds holding AIFC

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VAMG
Voisard Asset Management Group Grand Rapids, Michigan $529M AUM 21.43% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

First Citizens Bank & Trust's AIFC Position: Q2 2026 in Review

First Citizens Bank & Trust held its AI Financial Corp (AIFC) position steady in Q2 2026 at 13,000 shares worth $7.61K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

First Citizens Bank & Trust first reported a position in AIFC in Q3 2025 and has held it in 4 quarters since. The position peaked at $35K in Q3 2025. 11 funds tracked by Wall St. Rank hold AIFC as of Q2 2026.

  • First Citizens Bank & Trust held 13,000 shares of AI Financial Corp worth $7.61K as of Q2 2026.
  • First Citizens Bank & Trust left its AI Financial Corp share count unchanged in Q2 2026.
  • AI Financial Corp made up ﹤0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #644 holding.
  • First Citizens Bank & Trust first reported a position in AI Financial Corp in Q3 2025 and has held it in 4 quarters since.
  • First Citizens Bank & Trust's AI Financial Corp position peaked at $35K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held AI Financial Corp as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.