Wedmont Private Capital
FCNCA icon

Wedmont Private Capital’s First Citizens BancShares FCNCA Stock Holding History

Wedmont Private Capital’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 		$215K Buy
+104
New +$224K 0.01% 934
2025
Q1 		– Sell
-106
Closed -$219K – 728
2024
Q4 		$219K Buy
+106
New +$222K 0.01% 642

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
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
SWM
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
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Wedmont Private Capital's FCNCA Position: Q3 2026 in Review

Wedmont Private Capital opened a new position in First Citizens BancShares (FCNCA) in Q3 2026: 104 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #934 among its holdings. This is a return to the name: Wedmont Private Capital previously reported a position in FCNCA as recently as Q4 2024.

Wedmont Private Capital first reported a position in FCNCA in Q4 2024 and has held it in 2 quarters since. The position peaked at $219K in Q4 2024. 58 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Wedmont Private Capital held 104 shares of First Citizens BancShares worth $215K as of Q3 2026.
  • First Citizens BancShares was a new Wedmont Private Capital position in Q3 2026.
  • First Citizens BancShares made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #934 holding.
  • Wedmont Private Capital first reported a position in First Citizens BancShares in Q4 2024 and has held it in 2 quarters since.
  • Wedmont Private Capital's First Citizens BancShares position peaked at $219K in Q4 2024.
  • 58 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.