FCBT
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First Citizens Bank & Trust’s Pathward Financial CASH Stock Holding History

First Citizens Bank & Trust’s Portfolio CASH Stock Details CASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$516K Buy
5,932
+68
+1% +$5.88K 0.01% 461
2026
Q1 		$523K Sell
5,864
-669
-10% -$58.3K 0.01% 427
2025
Q4 		$464K Buy
6,533
+5
+0.1% +$358 0.01% 454
2025
Q3 		$483K Buy
6,528
+5
+0.1% +$390 0.01% 447
2025
Q2 		$516K Buy
6,523
+3,285
+101% +$251K 0.01% 426
2025
Q1 		$236K Buy
+3,238
New +$247K 0.01% 441
2022
Q2 		– Sell
-3,788
Closed -$208K – 404
2022
Q1 		$208K Sell
3,788
-926
-20% -$52.6K 0.01% 407
2021
Q4 		$281K Sell
4,714
-1,596
-25% -$95.3K 0.01% 317
2021
Q3 		$331K Buy
+6,310
New +$314K 0.02% 269

Other funds holding CASH

MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
TAM
Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return