First Citizens Bank & Trust’s Employers Holdings EIG Stock Holding History

First Citizens Bank & Trust’s Portfolio EIG Stock Details EIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$411K	Sell	8,145 -110	-1%	-$4.82K	0.01%	503
2026 Q1	$340K	Sell	8,255 -412	-5%	-$17.4K	0.01%	527
2025 Q4	$374K	Buy	8,667 +3,127	+56%	+$127K	0.01%	500
2025 Q3	$235K	Sell	5,540 -384	-6%	-$16.7K	0.01%	594
2025 Q2	$279K	Buy	+5,924	New	+$286K	0.01%	544
2018 Q4	–	Sell	-4,618	Closed	-$209K	–	415
2018 Q3	$209K	Buy	+4,618	New	+$204K	0.02%	402
2017 Q4	–	Sell	-4,412	Closed	-$201K	–	407
2017 Q3	$201K	Sell	4,412 -573	-11%	-$24.4K	0.03%	397
2017 Q2	$211K	Sell	4,985 -1,123	-18%	-$45.1K	0.03%	410
2017 Q1	$232K	Sell	6,108 -1,491	-20%	-$56.2K	0.03%	427
2016 Q4	$301K	Sell	7,599 -3,279	-30%	-$111K	0.03%	336
2016 Q3	$324K	Sell	10,878 -3,645	-25%	-$108K	0.03%	379
2016 Q2	$421K	Buy	+14,523	New	+$421K	0.04%	319
2014 Q1	–	Sell	-24,714	Closed	-$782K	–	326
2013 Q4	$782K	Sell	24,714 -173	-0.7%	-$5.35K	0.07%	184
2013 Q3	$740K	Buy	24,887 +3,173	+15%	+$86.7K	0.03%	540
2013 Q2	$531K	Buy	+21,714	New	+$518K	0.02%	638

Other funds holding EIG

Azarias Capital Management Berwyn, Pennsylvania $230M AUM 39.35% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Ares Financial Consulting Calabasas, California $139M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return