Swiss Life Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Swiss Life Asset Management’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	$2.24M	Buy	1,078 +247	+30%	+$495K	0.01%	574
2026 Q1	$1.57M	Buy	831 +93	+13%	+$187K	0.01%	581
2025 Q4	$1.58M	Sell	738 -167	-18%	-$315K	0.01%	585
2025 Q3	$1.62M	Sell	905 -402	-31%	-$793K	0.01%	586
2025 Q2	$2.56M	Buy	1,307 +309	+31%	+$561K	0.02%	515
2025 Q1	$1.85M	Buy	998 +130	+15%	+$265K	0.01%	513
2024 Q4	$1.83M	Buy	868 +300	+53%	+$629K	0.01%	483
2024 Q3	$1.04M	Buy	+568	New	+$1.08M	0.01%	454
2023 Q4	–	Sell	-1,524	Closed	-$2.1M	–	642
2023 Q3	$2.1M	Buy	+1,524	New	+$2.09M	0.03%	453

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

Swiss Life Asset Management's FCNCA Position: Q2 2026 in Review

Swiss Life Asset Management increased its First Citizens BancShares (FCNCA) stake by 30% in Q2 2026, buying an estimated $495K and bringing the position to 1,078 shares worth $2.24M. The position accounts for 0.01% of the portfolio, ranked #574.

Swiss Life Asset Management first reported a position in FCNCA in Q3 2023 and has held it in 9 quarters since. The position peaked at $2.56M in Q2 2025. 454 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Swiss Life Asset Management held 1,078 shares of First Citizens BancShares worth $2.24M as of Q2 2026.
Swiss Life Asset Management bought 247 First Citizens BancShares shares in Q2 2026, an estimated $495K.
First Citizens BancShares made up 0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #574 holding.
Swiss Life Asset Management first reported a position in First Citizens BancShares in Q3 2023 and has held it in 9 quarters since.
Swiss Life Asset Management's First Citizens BancShares position peaked at $2.56M in Q2 2025.
454 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.