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Wealth Group’s First Citizens BancShares FCNCA Stock Holding History

Wealth 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 		$1.06M Buy
+510
New +$1.02M 0.26% 62

Other funds holding FCNCA

RP
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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LOPW
Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AV
ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealth Group's FCNCA Position: Q2 2026 in Review

Wealth Group opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 510 shares worth $1.06M. The stake represents 0.26% of the portfolio and ranks #62 among its holdings.

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

  • Wealth Group held 510 shares of First Citizens BancShares worth $1.06M as of Q2 2026.
  • First Citizens BancShares was a new Wealth Group position in Q2 2026.
  • First Citizens BancShares made up 0.26% of Wealth Group's portfolio in Q2 2026, its #62 holding.
  • 134 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.