Y-Intercept (HK)’s First Citizens BancShares FCNCA Stock Holding History

Y-Intercept (HK)’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	$3.03M	Buy	+1,455	New	+$2.92M	0.06%	472
2026 Q1	–	Sell	-1,040	Closed	-$2.23M	–	1708
2025 Q4	$2.23M	Buy	+1,040	New	+$1.96M	0.05%	581
2025 Q3	–	Sell	-2,897	Closed	-$5.67M	–	1709
2025 Q2	$5.67M	Buy	+2,897	New	+$5.26M	0.14%	183
2024 Q4	–	Sell	-111	Closed	-$204K	–	1323
2024 Q3	$204K	Buy	+111	New	+$212K	0.01%	1161
2024 Q2	–	Sell	-2,753	Closed	-$4.5M	–	1530
2024 Q1	$4.5M	Buy	+2,753	New	+$4.14M	0.34%	43
2023 Q4	–	Sell	-178	Closed	-$246K	–	1363
2023 Q3	$246K	Sell	178 -499	-74%	-$686K	0.02%	845
2023 Q2	$869K	Buy	+677	New	+$783K	0.09%	355

Other funds holding FCNCA

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

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

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Merrion Investment Management Cranford, New Jersey $211M AUM 60.42% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Whitener Capital Management Rocky Mount, North Carolina $472M AUM 32.43% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return