VisionPoint Advisory Group
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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
Q3 		– Sell
-107
Closed -$223K – 480
2026
Q2 		$223K Buy
+107
New +$215K 0.04% 439

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
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Livforsakringsbolaget Skandia
Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 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
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

VisionPoint Advisory Group's FCNCA Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of First Citizens BancShares (FCNCA) in Q3 2026, closing a stake of 107 shares — an estimated $223K sold.

VisionPoint Advisory Group first reported a position in FCNCA in Q2 2026 and held it in 1 quarter. The position peaked at $223K in Q2 2026. 127 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining First Citizens BancShares position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 107 First Citizens BancShares shares in Q3 2026, an estimated $223K.
  • VisionPoint Advisory Group first reported a position in First Citizens BancShares in Q2 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's First Citizens BancShares position peaked at $223K in Q2 2026.
  • 127 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.