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LRI Investments’s First Citizens BancShares FCNCA Stock Holding History

LRI Investments’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 		$140K Sell
67
-2
-3% -$4.01K 0.01% 398
2026
Q1 		$130K Sell
69
-95
-58% -$191K 0.01% 365
2025
Q4 		$352K Sell
164
-6
-4% -$11.3K 0.03% 208
2025
Q3 		$304K Sell
170
-11
-6% -$21.7K 0.02% 239
2025
Q2 		$354K Sell
181
-5
-3% -$9.07K 0.03% 209
2025
Q1 		$344K Sell
186
-29
-13% -$59.1K 0.03% 201
2024
Q4 		$455K Hold
215
– – 0.04% 147
2024
Q3 		$463K Sell
215
-6
-3% -$11.4K 0.04% 158
2024
Q2 		$373K Buy
221
+201
+1,005% +$336K 0.04% 141
2024
Q1 		$32.7K Buy
+20
New +$30.1K 0.01% 313

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LRI Investments's FCNCA Position: Q2 2026 in Review

LRI Investments reduced its First Citizens BancShares (FCNCA) stake by 2.9% in Q2 2026, selling an estimated $4.01K and leaving 67 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #398.

LRI Investments first reported a position in FCNCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $463K in Q3 2024. 207 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • LRI Investments held 67 shares of First Citizens BancShares worth $140K as of Q2 2026.
  • LRI Investments sold 2 First Citizens BancShares shares in Q2 2026, an estimated $4.01K.
  • First Citizens BancShares made up 0.01% of LRI Investments's portfolio in Q2 2026, its #398 holding.
  • LRI Investments first reported a position in First Citizens BancShares in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's First Citizens BancShares position peaked at $463K in Q3 2024.
  • 207 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.