Fortitude Family Office’s First Citizens BancShares FCNCA Stock Holding History

Fortitude Family Office’s Portfolio FCNCA Stock Details FCNCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$14.4K	Buy	7 +1	+17%	+$2.15K	﹤0.01%	1026
2026 Q2	$12.5K	Buy	6 +1	+20%	+$2K	﹤0.01%	692
2026 Q1	$9.42K	Sell	5 -3	-38%	-$6.02K	﹤0.01%	680
2025 Q4	$17.2K	Buy	8 +2	+33%	+$3.77K	﹤0.01%	437
2025 Q3	$10.7K	Hold	6	–	–	﹤0.01%	546
2025 Q2	$11.7K	Hold	6	–	–	﹤0.01%	505
2025 Q1	$11.1K	Hold	6	–	–	﹤0.01%	514
2024 Q4	$12.7K	Hold	6	–	–	﹤0.01%	562
2024 Q3	$11K	Hold	6	–	–	﹤0.01%	547
2024 Q2	$10.1K	Buy	6 +4	+200%	+$6.69K	0.01%	413
2024 Q1	$3.27K	Buy	+2	New	+$3.01K	﹤0.01%	735

Other funds holding FCNCA

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

SWM

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fortitude Family Office's FCNCA Position: Q3 2026 in Review

Fortitude Family Office increased its First Citizens BancShares (FCNCA) stake by 17% in Q3 2026, buying an estimated $2.15K and bringing the position to 7 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Fortitude Family Office first reported a position in FCNCA in Q1 2024 and has held it in 11 quarters since. The position peaked at $17.2K in Q4 2025. 66 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Fortitude Family Office held 7 shares of First Citizens BancShares worth $14.4K as of Q3 2026.
Fortitude Family Office bought 1 First Citizens BancShares share in Q3 2026, an estimated $2.15K.
First Citizens BancShares made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #1026 holding.
Fortitude Family Office first reported a position in First Citizens BancShares in Q1 2024 and has held it in 11 quarters since.
Fortitude Family Office's First Citizens BancShares position peaked at $17.2K in Q4 2025.
66 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.