RAFFA WEALTH MANAGEMENT, LLC’s First Citizens BancShares FCNCA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.16K	Hold	2	–	–	﹤0.01%	631
2026 Q1	$3.77K	Hold	2	–	–	﹤0.01%	601
2025 Q4	$4.29K	Hold	2	–	–	﹤0.01%	543
2025 Q3	$3.58K	Hold	2	–	–	﹤0.01%	558
2025 Q2	$3.91K	Hold	2	–	–	﹤0.01%	544
2025 Q1	$3.71K	Hold	2	–	–	﹤0.01%	487
2024 Q4	$4.23K	Hold	2	–	–	﹤0.01%	471
2024 Q3	$3.68K	Hold	2	–	–	﹤0.01%	482
2024 Q2	$3.37K	Buy	2 +1	+100%	+$1.67K	﹤0.01%	607
2024 Q1	$1.64K	Hold	1	–	–	﹤0.01%	756
2023 Q4	$1.42K	Hold	1	–	–	﹤0.01%	716
2023 Q3	$1.38K	Hold	1	–	–	﹤0.01%	696
2023 Q2	$1.28K	Hold	1	–	–	﹤0.01%	731
2023 Q1	$973	Hold	1	–	–	﹤0.01%	800
2022 Q4	$758	Hold	1	–	–	﹤0.01%	853
2022 Q3	$797	Hold	1	–	–	﹤0.01%	876
2022 Q2	$654	Hold	1	–	–	﹤0.01%	948
2022 Q1	$666	Buy	+1	New	+$779	﹤0.01%	989

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

Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's FCNCA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 2 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #631.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.29K in Q4 2025. 171 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 2 shares of First Citizens BancShares worth $4.16K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #631 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's First Citizens BancShares position peaked at $4.29K in Q4 2025.
171 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.