Merrion Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Merrion Investment 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 Q2	$1.82M	Hold	876	–	–	0.86%	26
2026 Q1	$1.65M	Hold	876	–	–	0.89%	28
2025 Q4	$1.88M	Hold	876	–	–	1.01%	25
2025 Q3	$1.57M	Buy	876 +640	+271%	+$1.26M	0.9%	27
2025 Q2	$462K	Buy	236 +50	+27%	+$90.7K	0.3%	66
2025 Q1	$345K	Hold	186	–	–	0.25%	77
2024 Q4	$393K	Hold	186	–	–	0.27%	75
2024 Q3	$342K	Hold	186	–	–	0.23%	78
2024 Q2	$313K	Hold	186	–	–	0.22%	81
2024 Q1	$304K	Hold	186	–	–	0.22%	80
2023 Q4	$264K	Hold	186	–	–	0.21%	78
2023 Q3	$257K	Hold	186	–	–	0.22%	78
2023 Q2	$239K	Buy	+186	New	+$215K	0.2%	83

Other funds holding FCNCA

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

CCM

Check Capital Management Costa Mesa, California $3.64B AUM 15.78% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Merrion Investment Management's FCNCA Position: Q2 2026 in Review

Merrion Investment Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 876 shares worth $1.82M. The position accounts for 0.86% of the portfolio, ranked #26.

Merrion Investment Management first reported a position in FCNCA in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q4 2025. 219 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Merrion Investment Management held 876 shares of First Citizens BancShares worth $1.82M as of Q2 2026.
Merrion Investment Management left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.86% of Merrion Investment Management's portfolio in Q2 2026, its #26 holding.
Merrion Investment Management first reported a position in First Citizens BancShares in Q2 2023 and has held it in 13 quarters since.
Merrion Investment Management's First Citizens BancShares position peaked at $1.88M in Q4 2025.
219 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Merrion Investment Management's 13F filing for Q2 2026, filed 13 Jul 2026.