Institute for Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Institute for Wealth Management’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	$8.32K	Buy	+4	New	+$8.02K	﹤0.01%	1355

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Institute for Wealth Management's FCNCA Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 4 shares worth $8.32K. The stake represents ﹤0.01% of the portfolio and ranks #1355 among its holdings.

332 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Institute for Wealth Management held 4 shares of First Citizens BancShares worth $8.32K as of Q2 2026.
First Citizens BancShares was a new Institute for Wealth Management position in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1355 holding.
332 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.