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First Citizens Bank & Trust’s Artisan Partners APAM Stock Holding History

First Citizens Bank & Trust’s Portfolio APAM Stock Details APAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$451K Buy
13,073
+80
+0.6% +$2.94K 0.01% 484
2026
Q1 		$473K Sell
12,993
-976
-7% -$39.9K 0.01% 448
2025
Q4 		$569K Sell
13,969
-3,327
-19% -$142K 0.01% 416
2025
Q3 		$751K Sell
17,296
-3,827
-18% -$176K 0.02% 341
2025
Q2 		$936K Buy
21,123
+14,099
+201% +$563K 0.02% 299
2025
Q1 		$275K Buy
+7,024
New +$298K 0.01% 397

Other funds holding APAM

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
SWM
Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return