First Citizens Bank & Trust’s Meritage Homes MTH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$717K	Buy	8,555 +552	+7%	+$37.7K	0.01%	380
2026 Q1	$495K	Sell	8,003 -327	-4%	-$23.1K	0.01%	437
2025 Q4	$548K	Sell	8,330 -206	-2%	-$14.3K	0.01%	422
2025 Q3	$618K	Sell	8,536 -230	-3%	-$17.1K	0.01%	394
2025 Q2	$587K	Buy	8,766 +5,647	+181%	+$374K	0.01%	397
2025 Q1	$221K	Buy	+3,119	New	+$234K	0.01%	458
2022 Q1	–	Sell	-4,018	Closed	-$245K	–	460
2021 Q4	$245K	Sell	4,018 -388	-9%	-$21.7K	0.01%	357
2021 Q3	$213K	Sell	4,406 -266	-6%	-$13.7K	0.01%	389
2021 Q2	$220K	Buy	+4,672	New	+$236K	0.01%	380
2020 Q4	–	Sell	-6,192	Closed	-$342K	–	394
2020 Q3	$342K	Sell	6,192 -1,316	-18%	-$63K	0.02%	233
2020 Q2	$286K	Buy	+7,508	New	+$222K	0.02%	259
2019 Q4	–	Sell	-5,892	Closed	-$207K	–	390
2019 Q3	$207K	Buy	+5,892	New	+$184K	0.02%	341

Other funds holding MTH

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

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

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

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

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

First Bank & Trust Brookings, South Dakota $680M AUM 25.36% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return