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Root Financial Partners’s First Citizens BancShares FCNCA Stock Holding History

Root Financial Partners’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 		– Sell
-27
Closed -$50.9K – 1336
2026
Q1 		$50.9K Sell
27
-2
-7% -$4.01K ﹤0.01% 871
2025
Q4 		$62.2K Buy
29
+11
+61% +$20.7K ﹤0.01% 634
2025
Q3 		$32.2K Buy
+18
New +$35.5K ﹤0.01% 856

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
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SCM
Saber Capital Management Fuquay Varina, North Carolina $147M AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Root Financial Partners's FCNCA Position: Q2 2026 in Review

Root Financial Partners sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 27 shares — an estimated $50.9K sold.

Root Financial Partners first reported a position in FCNCA in Q3 2025 and held it in 3 quarters. The position peaked at $62.2K in Q4 2025. 186 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Root Financial Partners reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 27 First Citizens BancShares shares in Q2 2026, an estimated $50.9K.
  • Root Financial Partners first reported a position in First Citizens BancShares in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's First Citizens BancShares position peaked at $62.2K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.