First Citizens Bank & Trust’s Hims & Hers Health HIMS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.15M	Buy	33,187 +10,662	+47%	+$286K	0.02%	300
2026 Q1	$468K	Buy	22,525 +12,958	+135%	+$306K	0.01%	452
2025 Q4	$311K	Buy	+9,567	New	+$410K	0.01%	541
2025 Q3	–	Sell	-11,445	Closed	-$571K	–	637
2025 Q2	$571K	Buy	+11,445	New	+$517K	0.01%	403

Other funds holding HIMS

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

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

REX Advisers Fairfield, Connecticut $37.3M AUM

Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

Stonekeep Investments Sante Fe, New Mexico $172M AUM 16.76% 1-Year Est. Return

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return

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