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
Q3 		$86.5K Buy
42
+16
+62% +$34.4K 0.02% 146
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

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
First Citizens Bank & Trust
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Sendero Wealth Management
Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sheets Smith Wealth Management
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Steph & Co's FCNCA Position: Q3 2026 in Review

Steph & Co increased its First Citizens BancShares (FCNCA) stake by 62% in Q3 2026, buying an estimated $34.4K and bringing the position to 42 shares worth $86.5K. The position accounts for 0.02% of the portfolio, ranked #146.

Steph & Co first reported a position in FCNCA in Q3 2025 and has held it in 5 quarters since. 80 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Steph & Co held 42 shares of First Citizens BancShares worth $86.5K as of Q3 2026.
  • Steph & Co bought 16 First Citizens BancShares shares in Q3 2026, an estimated $34.4K.
  • First Citizens BancShares made up 0.02% of Steph & Co's portfolio in Q3 2026, its #146 holding.
  • Steph & Co first reported a position in First Citizens BancShares in Q3 2025 and has held it in 5 quarters since.
  • 80 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Steph & Co's 13F filing for Q3 2026, filed 7 Oct 2026.