VisionPoint Advisory Group’s First Citizens BancShares FCNCA Stock Holding History

VisionPoint Advisory Group’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	$223K	Buy	+107	New	+$215K	0.04%	439

Other funds holding FCNCA

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 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 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 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

VisionPoint Advisory Group's FCNCA Position: Q2 2026 in Review

VisionPoint Advisory Group opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 107 shares worth $223K. The stake represents 0.04% of the portfolio and ranks #439 among its holdings.

73 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

VisionPoint Advisory Group held 107 shares of First Citizens BancShares worth $223K as of Q2 2026.
First Citizens BancShares was a new VisionPoint Advisory Group position in Q2 2026.
First Citizens BancShares made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #439 holding.
73 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.