Gradient Investments’s First Citizens BancShares FCNCA Stock Holding History

Gradient Investments’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	$665K	Buy	323 +31	+11%	+$66.7K	0.01%	356
2026 Q2	$608K	Sell	292 -31	-10%	-$62.2K	0.01%	361
2026 Q1	$609K	Hold	323	–	–	0.01%	339
2025 Q4	$693K	Sell	323 -57	-15%	-$107K	0.01%	264
2025 Q3	$680K	Buy	380 +1	+0.3%	+$1.97K	0.01%	282
2025 Q2	$742K	Hold	379	–	–	0.01%	253
2025 Q1	$703K	Hold	379	–	–	0.01%	212
2024 Q4	$801K	Buy	+379	New	+$794K	0.02%	198
2024 Q3	–	Sell	-31	Closed	-$52.2K	–	637
2024 Q2	$52.2K	Buy	+31	New	+$51.9K	﹤0.01%	491
2024 Q1	–	Sell	-1	Closed	-$1.42K	–	1425
2023 Q4	$1.42K	Hold	1	–	–	﹤0.01%	1329
2023 Q3	$1.38K	Hold	1	–	–	﹤0.01%	1280
2023 Q2	$1.28K	Buy	+1	New	+$1.16K	﹤0.01%	1287

Other funds holding FCNCA

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

MSV

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

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CGFA

Colton Groome Financial Advisors Asheville, North Carolina $427M AUM 13.21% 1-Year Est. Return

PCA

Private Capital Advisors Darien, Connecticut $1.15B AUM 43.46% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Gradient Investments's FCNCA Position: Q3 2026 in Review

Gradient Investments increased its First Citizens BancShares (FCNCA) stake by 11% in Q3 2026, buying an estimated $66.7K and bringing the position to 323 shares worth $665K. The position accounts for 0.01% of the portfolio, ranked #356.

Gradient Investments first reported a position in FCNCA in Q2 2023 and has held it in 12 quarters since. The position peaked at $801K in Q4 2024. 25 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Gradient Investments held 323 shares of First Citizens BancShares worth $665K as of Q3 2026.
Gradient Investments bought 31 First Citizens BancShares shares in Q3 2026, an estimated $66.7K.
First Citizens BancShares made up 0.01% of Gradient Investments's portfolio in Q3 2026, its #356 holding.
Gradient Investments first reported a position in First Citizens BancShares in Q2 2023 and has held it in 12 quarters since.
Gradient Investments's First Citizens BancShares position peaked at $801K in Q4 2024.
25 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.