JFS Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

JFS Wealth Advisors’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	$20.8K	Hold	10	–	–	﹤0.01%	760
2026 Q1	$18.8K	Sell	10 -1	-9%	-$2.01K	﹤0.01%	750
2025 Q4	$23.6K	Buy	11 +3	+38%	+$5.66K	﹤0.01%	708
2025 Q3	$14.3K	Hold	8	–	–	﹤0.01%	781
2025 Q2	$15.7K	Hold	8	–	–	﹤0.01%	716
2025 Q1	$14.8K	Hold	8	–	–	﹤0.01%	750
2024 Q4	$16.9K	Hold	8	–	–	﹤0.01%	685
2024 Q3	$14.7K	Hold	8	–	–	﹤0.01%	723
2024 Q2	$13.5K	Hold	8	–	–	﹤0.01%	703
2024 Q1	$13.1K	Hold	8	–	–	﹤0.01%	734
2023 Q4	$11.4K	Hold	8	–	–	﹤0.01%	737
2023 Q3	$11K	Buy	8 +1	+14%	+$1.37K	﹤0.01%	694
2023 Q2	$8.98K	Buy	7 +2	+40%	+$2.31K	﹤0.01%	762
2023 Q1	$4.87K	Sell	5 -4	-44%	-$2.97K	﹤0.01%	999
2022 Q4	$6.83K	Sell	9 -2	-18%	-$1.61K	﹤0.01%	866
2022 Q3	$9K	Sell	11 -2	-15%	-$1.56K	﹤0.01%	763
2022 Q2	$8K	Buy	13 +6	+86%	+$3.91K	﹤0.01%	822
2022 Q1	$5K	Buy	7 +4	+133%	+$3.11K	﹤0.01%	1032
2021 Q4	$2K	Buy	+3	New	+$2.5K	﹤0.01%	1073
2020 Q2	–	Sell	-2	Closed	-$1K	–	541
2020 Q1	$1K	Buy	+2	New	+$927	﹤0.01%	468

Other funds holding FCNCA

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Assenagon Asset Management

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