Quantum Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Quantum Financial Advisors’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	$275K	Buy	132 +3	+2%	+$6.02K	0.03%	191
2026 Q1	$243K	Hold	129	–	–	0.03%	197
2025 Q4	$277K	Hold	129	–	–	0.03%	165
2025 Q3	$231K	Hold	129	–	–	0.03%	169
2025 Q2	$252K	Hold	129	–	–	0.03%	151
2025 Q1	$239K	Hold	129	–	–	0.04%	147
2024 Q4	$273K	Hold	129	–	–	0.04%	137
2024 Q3	$237K	Hold	129	–	–	0.04%	155
2024 Q2	$217K	Hold	129	–	–	0.04%	151
2024 Q1	$211K	Buy	+129	New	+$194K	0.04%	162

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