Root Financial Partners
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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
Q3 		$80.3K Buy
+39
New +$83.9K ﹤0.01% 852
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Root Financial Partners's FCNCA Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Citizens BancShares (FCNCA) in Q3 2026: 39 shares worth $80.3K. The stake represents ﹤0.01% of the portfolio and ranks #852 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FCNCA as recently as Q1 2026.

Root Financial Partners first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Root Financial Partners held 39 shares of First Citizens BancShares worth $80.3K as of Q3 2026.
  • First Citizens BancShares was a new Root Financial Partners position in Q3 2026.
  • First Citizens BancShares made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #852 holding.
  • Root Financial Partners first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • 430 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.