Mather Group’s First Citizens BancShares FCNCA Stock Holding History

Mather Group’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	$33K	Buy	16 +3	+23%	+$6.45K	﹤0.01%	1282
2026 Q2	$27K	Hold	13	–	–	﹤0.01%	1265
2026 Q1	$24.5K	Buy	+13	New	+$26.1K	﹤0.01%	1237
2025 Q4	–	Sell	-13	Closed	-$23.3K	–	977
2025 Q3	$23.3K	Buy	+13	New	+$25.6K	﹤0.01%	1083
2025 Q2	–	Sell	-17	Closed	-$31.5K	–	977
2025 Q1	$31.5K	Sell	17 -1	-6%	-$2.04K	﹤0.01%	983
2024 Q4	$38K	Buy	18 +5	+38%	+$10.5K	﹤0.01%	924
2024 Q3	$23.9K	Sell	13 -3	-19%	-$5.72K	﹤0.01%	1029
2024 Q2	$26.2K	Sell	16 -3	-16%	-$5.02K	﹤0.01%	1201
2024 Q1	$27K	Buy	+19	New	+$28.6K	﹤0.01%	996

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

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

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

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

Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return

Mather Group's FCNCA Position: Q3 2026 in Review

Mather Group increased its First Citizens BancShares (FCNCA) stake by 23% in Q3 2026, buying an estimated $6.45K and bringing the position to 16 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Mather Group first reported a position in FCNCA in Q1 2024 and has held it in 9 quarters since. The position peaked at $38K in Q4 2024. 117 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Mather Group held 16 shares of First Citizens BancShares worth $33K as of Q3 2026.
Mather Group bought 3 First Citizens BancShares shares in Q3 2026, an estimated $6.45K.
First Citizens BancShares made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #1282 holding.
Mather Group first reported a position in First Citizens BancShares in Q1 2024 and has held it in 9 quarters since.
Mather Group's First Citizens BancShares position peaked at $38K in Q4 2024.
117 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.