OL
FCNCA icon

Optas LLC’s First Citizens BancShares FCNCA Stock Holding History

Optas LLC’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 		$345K Buy
166
+8
+5% +$16K 0.05% 278
2026
Q1 		$298K Buy
158
+52
+49% +$104K 0.05% 314
2025
Q4 		$227K Sell
106
-188
-64% -$354K 0.04% 394
2025
Q3 		$526K Buy
+294
New +$580K 0.09% 140
2025
Q1 		– Sell
-100
Closed -$211K – 316
2024
Q4 		$211K Buy
+100
New +$210K 0.05% 241

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
Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Optas LLC's FCNCA Position: Q2 2026 in Review

Optas LLC increased its First Citizens BancShares (FCNCA) stake by 5.1% in Q2 2026, buying an estimated $16K and bringing the position to 166 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #278.

Optas LLC first reported a position in FCNCA in Q4 2024 and has held it in 5 quarters since. The position peaked at $526K in Q3 2025. 124 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Optas LLC held 166 shares of First Citizens BancShares worth $345K as of Q2 2026.
  • Optas LLC bought 8 First Citizens BancShares shares in Q2 2026, an estimated $16K.
  • First Citizens BancShares made up 0.05% of Optas LLC's portfolio in Q2 2026, its #278 holding.
  • Optas LLC first reported a position in First Citizens BancShares in Q4 2024 and has held it in 5 quarters since.
  • Optas LLC's First Citizens BancShares position peaked at $526K in Q3 2025.
  • 124 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.