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Whitener Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Whitener Capital Management’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 		$1.63M Buy
784
+76
+11% +$152K 0.35% 61
2026
Q1 		$1.33M Sell
708
-6
-0.8% -$12K 0.3% 65
2025
Q4 		$1.53M Buy
714
+209
+41% +$394K 0.35% 59
2025
Q3 		$904K Hold
505
– – 0.22% 81
2025
Q2 		$988K Buy
505
+10
+2% +$18.1K 0.26% 77
2025
Q1 		$918K Hold
495
– – 0.26% 76
2024
Q4 		$1.05M Hold
495
– – 0.29% 68
2024
Q3 		$911K Sell
495
-62
-11% -$118K 0.26% 74
2024
Q2 		$938K Buy
557
+37
+7% +$61.9K 0.28% 69
2024
Q1 		$850K Hold
520
– – 0.28% 72
2023
Q4 		$738K Hold
520
– – 0.27% 72
2023
Q3 		$718K Sell
520
-5
-1% -$6.87K 0.29% 70
2023
Q2 		$674K Sell
525
-103
-16% -$119K 0.26% 73
2023
Q1 		$611K Buy
+628
New +$466K 0.26% 75

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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
MIM
Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return