FCBT
HTO

First Citizens Bank & Trust’s H2O America HTO Stock Holding History

First Citizens Bank & Trust’s Portfolio HTO Stock Details HTO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$473K Sell
7,782
-235
-3% -$13.6K 0.01% 477
2026
Q1 		$470K Buy
8,017
+1,808
+29% +$98.4K 0.01% 450
2025
Q4 		$304K Buy
+6,209
New +$298K 0.01% 547

Other funds holding HTO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIP
Atlas Infrastructure Partners London, United Kingdom $3.3B AUM 16.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

First Citizens Bank & Trust's HTO Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its H2O America (HTO) stake by 2.9% in Q2 2026, selling an estimated $13.6K and leaving 7,782 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #477.

First Citizens Bank & Trust first reported a position in HTO in Q4 2025 and has held it in 3 quarters since. 314 funds tracked by Wall St. Rank hold HTO as of Q2 2026.

  • First Citizens Bank & Trust held 7,782 shares of H2O America worth $473K as of Q2 2026.
  • First Citizens Bank & Trust sold 235 H2O America shares in Q2 2026, an estimated $13.6K.
  • H2O America made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #477 holding.
  • First Citizens Bank & Trust first reported a position in H2O America in Q4 2025 and has held it in 3 quarters since.
  • 314 funds tracked by Wall St. Rank held H2O America as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.