McCollum Christoferson Group’s First Citizens BancShares FCNCA Stock Holding History

McCollum Christoferson 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 Q2	$780K	Hold	375	–	–	0.23%	51
2026 Q1	$707K	Hold	375	–	–	0.21%	50
2025 Q4	$805K	Hold	375	–	–	0.23%	44
2025 Q3	$671K	Buy	375 +250	+200%	+$493K	0.19%	44
2025 Q2	$245K	Hold	125	–	–	0.07%	64
2025 Q1	$232K	Hold	125	–	–	0.07%	65
2024 Q4	$264K	Hold	125	–	–	0.08%	63
2024 Q3	$230K	Hold	125	–	–	0.07%	65
2024 Q2	$210K	Hold	125	–	–	0.06%	66
2024 Q1	$204K	Buy	+125	New	+$188K	0.06%	61

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