FCBT
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First Citizens Bank & Trust’s Dollar Tree DLTR Stock Holding History

First Citizens Bank & Trust’s Portfolio DLTR Stock Details DLTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$530K Buy
+4,652
New +$579K 0.01% 515
2013
Q4 		– Sell
-27,558
Closed -$1.57M – 458
2013
Q3 		$1.57M Buy
27,558
+61
+0.2% +$3.29K 0.06% 286
2013
Q2 		$1.4M Buy
+27,497
New +$1.34M 0.06% 306

Other funds holding DLTR

CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
FFM
Fisher Funds Management Auckland, New Zealand $3.44B AUM 17.27% 1-Year Est. Return
AF
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return
HCM
Horrell Capital Management Little Rock, Arkansas $189M AUM 7.99% 1-Year Est. Return

First Citizens Bank & Trust's DLTR Position: Q3 2026 in Review

First Citizens Bank & Trust opened a new position in Dollar Tree (DLTR) in Q3 2026: 4,652 shares worth $530K. The stake represents 0.01% of the portfolio and ranks #515 among its holdings. This is a return to the name: First Citizens Bank & Trust previously reported a position in DLTR as recently as Q3 2013.

First Citizens Bank & Trust first reported a position in DLTR in Q2 2013 and has held it in 3 quarters since. The position peaked at $1.57M in Q3 2013. 61 funds tracked by Wall St. Rank hold DLTR as of Q3 2026.

  • First Citizens Bank & Trust held 4,652 shares of Dollar Tree worth $530K as of Q3 2026.
  • Dollar Tree was a new First Citizens Bank & Trust position in Q3 2026.
  • Dollar Tree made up 0.01% of First Citizens Bank & Trust's portfolio in Q3 2026, its #515 holding.
  • First Citizens Bank & Trust first reported a position in Dollar Tree in Q2 2013 and has held it in 3 quarters since.
  • First Citizens Bank & Trust's Dollar Tree position peaked at $1.57M in Q3 2013.
  • 61 funds tracked by Wall St. Rank held Dollar Tree as of Q3 2026.

Based on First Citizens Bank & Trust's 13F filing for Q3 2026, filed 14 Oct 2026.