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Greenleaf Trust’s First Citizens BancShares FCNCA Stock Holding History

Greenleaf Trust’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
Q2 		$847K Sell
407
-39
-9% -$78.2K 0.01% 401
2026
Q1 		$841K Buy
446
+13
+3% +$26.1K 0.01% 376
2025
Q4 		$929K Buy
433
+17
+4% +$32K 0.01% 349
2025
Q3 		$744K Buy
416
+8
+2% +$15.8K 0.01% 408
2025
Q2 		$798K Sell
408
-28
-6% -$50.8K 0.01% 375
2025
Q1 		$808K Buy
436
+2
+0.5% +$4.07K 0.01% 379
2024
Q4 		$917K Hold
434
– – 0.01% 346
2024
Q3 		$799K Hold
434
– – 0.01% 391
2024
Q2 		$731K Hold
434
– – 0.01% 374
2024
Q1 		$710K Sell
434
-1
-0.2% -$1.5K 0.01% 376
2023
Q4 		$617K Hold
435
– – 0.01% 403
2023
Q3 		$600K Sell
435
-13
-3% -$17.9K 0.01% 386
2023
Q2 		$575K Sell
448
-28
-6% -$32.4K 0.01% 418
2023
Q1 		$463K Sell
476
-10
-2% -$7.43K 0.01% 477
2022
Q4 		$369K Sell
486
-6
-1% -$4.83K ﹤0.01% 516
2022
Q3 		$392K Buy
492
+15
+3% +$11.7K 0.01% 464
2022
Q2 		$312K Buy
477
+101
+27% +$65.8K ﹤0.01% 538
2022
Q1 		$250K Buy
+376
New +$293K ﹤0.01% 652

Other funds holding FCNCA

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Greenleaf Trust's FCNCA Position: Q2 2026 in Review

Greenleaf Trust reduced its First Citizens BancShares (FCNCA) stake by 8.7% in Q2 2026, selling an estimated $78.2K and leaving 407 shares worth $847K. The position accounts for 0.01% of the portfolio, ranked #401.

Greenleaf Trust first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $929K in Q4 2025. 96 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Greenleaf Trust held 407 shares of First Citizens BancShares worth $847K as of Q2 2026.
  • Greenleaf Trust sold 39 First Citizens BancShares shares in Q2 2026, an estimated $78.2K.
  • First Citizens BancShares made up 0.01% of Greenleaf Trust's portfolio in Q2 2026, its #401 holding.
  • Greenleaf Trust first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
  • Greenleaf Trust's First Citizens BancShares position peaked at $929K in Q4 2025.
  • 96 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Greenleaf Trust's 13F filing for Q2 2026, filed 21 Jul 2026.