FCBT
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First Citizens Bank & Trust’s Halozyme HALO Stock Holding History

First Citizens Bank & Trust’s Portfolio HALO Stock Details HALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$699K Sell
8,929
-159
-2% -$10.8K 0.01% 385
2026
Q1 		$587K Buy
9,088
+175
+2% +$12.3K 0.01% 405
2025
Q4 		$600K Buy
8,913
+242
+3% +$16.3K 0.01% 404
2025
Q3 		$636K Buy
8,671
+281
+3% +$18.7K 0.01% 387
2025
Q2 		$436K Buy
+8,390
New +$477K 0.01% 462
2025
Q1 		– Sell
-4,704
Closed -$225K – 526
2024
Q4 		$225K Buy
4,704
+681
+17% +$34.9K ﹤0.01% 436
2024
Q3 		$230K Buy
+4,023
New +$231K 0.01% 423

Other funds holding HALO

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
SWM
Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return