SC
FCNCA icon

Steph & Co’s First Citizens BancShares FCNCA Stock Holding History

Steph & Co’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 		$54.1K Sell
26
-10
-28% -$20.1K 0.01% 178
2026
Q1 		$67.8K Buy
36
+15
+71% +$30.1K 0.02% 174
2025
Q4 		$45.1K Buy
21
+3
+17% +$5.66K 0.01% 198
2025
Q3 		$32.2K Buy
+18
New +$35.5K 0.01% 219

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Steph & Co's FCNCA Position: Q2 2026 in Review

Steph & Co reduced its First Citizens BancShares (FCNCA) stake by 28% in Q2 2026, selling an estimated $20.1K and leaving 26 shares worth $54.1K. The position accounts for 0.01% of the portfolio, ranked #178.

Steph & Co first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $67.8K in Q1 2026. 73 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Steph & Co held 26 shares of First Citizens BancShares worth $54.1K as of Q2 2026.
  • Steph & Co sold 10 First Citizens BancShares shares in Q2 2026, an estimated $20.1K.
  • First Citizens BancShares made up 0.01% of Steph & Co's portfolio in Q2 2026, its #178 holding.
  • Steph & Co first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • Steph & Co's First Citizens BancShares position peaked at $67.8K in Q1 2026.
  • 73 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Steph & Co's 13F filing for Q2 2026, filed 16 Jul 2026.