LexAurum Advisors’s First Citizens BancShares FCNCA Stock Holding History

LexAurum 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	$328K	Buy	158 +1	+0.6%	+$2K	0.04%	322
2026 Q1	$297K	Buy	+157	New	+$315K	0.04%	324
2025 Q3	$281K	Hold	157	–	–	0.04%	306
2025 Q2	$307K	Hold	157	–	–	0.05%	268
2025 Q1	$291K	Hold	157	–	–	0.06%	277
2024 Q4	$331K	Buy	157 +1	+0.6%	+$2.1K	0.07%	251
2024 Q3	$288K	Hold	156	–	–	0.06%	234
2024 Q2	$263K	Hold	156	–	–	0.06%	240
2024 Q1	$255K	Hold	156	–	–	0.06%	248
2023 Q4	$221K	Hold	156	–	–	0.06%	264
2023 Q3	$215K	Buy	+156	New	+$214K	0.06%	254

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 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