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WPG Advisers’s First Citizens BancShares FCNCA Stock Holding History

WPG Advisers’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 		$8.32K Hold
4
– – ﹤0.01% 828
2026
Q1 		$7.54K Hold
4
– – 0.01% 768
2025
Q4 		$8.59K Hold
4
– – 0.01% 752
2025
Q3 		$7.16K Hold
4
– – 0.01% 797
2025
Q2 		$7.83K Hold
4
– – 0.01% 734
2025
Q1 		$7.42K Hold
4
– – 0.01% 740
2024
Q4 		$8.45K Buy
+4
New +$8.38K 0.01% 679

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPG Advisers's FCNCA Position: Q2 2026 in Review

WPG Advisers held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 4 shares worth $8.32K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

WPG Advisers first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.59K in Q4 2025. 310 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • WPG Advisers held 4 shares of First Citizens BancShares worth $8.32K as of Q2 2026.
  • WPG Advisers left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #828 holding.
  • WPG Advisers first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's First Citizens BancShares position peaked at $8.59K in Q4 2025.
  • 310 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.