Nations Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Nations Financial 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	$722K	Buy	347 +3	+0.9%	+$6.02K	0.03%	457
2026 Q1	$648K	Buy	344 +4	+1%	+$8.03K	0.03%	484
2025 Q4	$730K	Hold	340	–	–	0.04%	434
2025 Q3	$608K	Hold	340	–	–	0.04%	446
2025 Q2	$665K	Buy	340 +15	+5%	+$27.2K	0.05%	390
2025 Q1	$603K	Buy	325 +4	+1%	+$8.15K	0.05%	384
2024 Q4	$678K	Buy	321 +7	+2%	+$14.7K	0.05%	365
2024 Q3	$578K	Buy	314 +14	+5%	+$26.7K	0.04%	399
2024 Q2	$505K	Sell	300 -8	-3%	-$13.4K	0.04%	400
2024 Q1	$504K	Buy	308 +69	+29%	+$104K	0.04%	413
2023 Q4	$339K	Buy	+239	New	+$336K	0.03%	490

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

RRAM

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Nations Financial Group's FCNCA Position: Q2 2026 in Review

Nations Financial Group increased its First Citizens BancShares (FCNCA) stake by 0.87% in Q2 2026, buying an estimated $6.02K and bringing the position to 347 shares worth $722K. The position accounts for 0.03% of the portfolio, ranked #457.

Nations Financial Group first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $730K in Q4 2025. 134 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Nations Financial Group held 347 shares of First Citizens BancShares worth $722K as of Q2 2026.
Nations Financial Group bought 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
First Citizens BancShares made up 0.03% of Nations Financial Group's portfolio in Q2 2026, its #457 holding.
Nations Financial Group first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
Nations Financial Group's First Citizens BancShares position peaked at $730K in Q4 2025.
134 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Nations Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.