Legacy Wealth Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Legacy Wealth Asset 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 Q3	$453K	Sell	220 -4	-2%	-$8.61K	0.1%	273
2026 Q2	$466K	Buy	224 +14	+7%	+$28.1K	0.1%	277
2026 Q1	$396K	Buy	210 +5	+2%	+$10K	0.1%	290
2025 Q4	$440K	Buy	+205	New	+$386K	0.11%	275

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

Legacy Wealth Asset Management's FCNCA Position: Q3 2026 in Review

Legacy Wealth Asset Management reduced its First Citizens BancShares (FCNCA) stake by 1.8% in Q3 2026, selling an estimated $8.61K and leaving 220 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #273.

Legacy Wealth Asset Management first reported a position in FCNCA in Q4 2025 and has held it in 4 quarters since. The position peaked at $466K in Q2 2026. 66 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Legacy Wealth Asset Management held 220 shares of First Citizens BancShares worth $453K as of Q3 2026.
Legacy Wealth Asset Management sold 4 First Citizens BancShares shares in Q3 2026, an estimated $8.61K.
First Citizens BancShares made up 0.1% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #273 holding.
Legacy Wealth Asset Management first reported a position in First Citizens BancShares in Q4 2025 and has held it in 4 quarters since.
Legacy Wealth Asset Management's First Citizens BancShares position peaked at $466K in Q2 2026.
66 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.