Filing Research | FCNCA - FIRST CTZNS BANCSHS NC CL A Institutional Holdings

Snapshot holdings

50 / 136 loaded

#		Instrument	quantity
1	REINHART PARTNERS, LLC.	Shares	84.2KSH	$175.3M
2	FIRST CITIZENS BANK & TRUST CO	Shares	75.1KSH	$156.3M
3	River Road Asset Management, LLC	Shares	39.8KSH	$82.8M
4	Swedbank AB	Shares	4.3KSH	$8.9M
5	Live Oak Private Wealth LLC	Shares	3.5KSH	$7.2M
6	SHEETS SMITH WEALTH MANAGEMENT	Shares	3.2KSH	$6.7M
7	ASR Vermogensbeheer N.V.	Shares	2.0KSH	$4.2M
8	Vest Financial, LLC	Shares	1.9KSH	$4.0M
9	IFM Investors Pty Ltd	Shares	1.8KSH	$3.6M
10	Y-Intercept (Hong Kong) Ltd	Shares	1.5KSH	$3.0M
11	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	1.4KSH	$2.9M
12	Police & Firemen's Retirement System of New Jersey	Shares	1.2KSH	$2.5M
13	Mraz, Amerine & Associates, Inc.	Shares	1.0KSH	$2.1M
14	Trust Co of the South	Shares	947SH	$2.0M
15	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	910SH	$1.9M
16	Merrion Investment Management Co, LLC	Shares	876SH	$1.8M
17	PensionDanmark Pensionsforsikringsaktieselskab	Shares	830SH	$1.7M
18	Diversified Trust Co	Shares	811SH	$1.7M
19	Malaga Cove Capital, LLC	Shares	791SH	$1.6M
20	Whitener Capital Management, Inc.	Shares	784SH	$1.6M
21	Smith Salley Wealth Management	Shares	752SH	$1.6M
22	BENJAMIN EDWARDS INC	Shares	697SH	$1.5M
23	Triangle Securities Wealth Management	Shares	628SH	$1.3M
24	MBL Wealth, LLC	Shares	622SH	$1.3M
25	Assenagon Asset Management S.A.	Shares	569SH	$1.2M
26	AFFINITY WEALTH MANAGEMENT LLC	Shares	548SH	$1.1M
27	Oak Thistle LLC	Shares	543SH	$1.1M
28	E. Ohman J:or Asset Management AB	Shares	540SH	$1.1M
29	Avanza Fonder AB	Shares	515SH	$1.1M
30	Pettinga Financial Advisors LLC	Shares	485SH	$1.0M
31	Tanager Wealth Management LLP	Shares	416SH	$865.6K
32	GREENLEAF TRUST	Shares	407SH	$846.9K
33	BARTLETT & CO. WEALTH MANAGEMENT LLC	Shares	400SH	$832.3K
34	McCollum Christoferson Group LLC	Shares	375SH	$780.3K
35	ABN AMRO INVESTMENT SOLUTIONS	Shares	360SH	$749.1K
36	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	347SH	$722.0K
37	CITY HOLDING CO	Shares	330SH	$686.7K
38	D.A. DAVIDSON & CO.	Shares	323SH	$672.1K
39	Sequoia Financial Advisors, LLC	Shares	304SH	$632.8K
40	Gradient Investments LLC	Shares	292SH	$607.6K
41	First Bank & Trust	Shares	288SH	$599.3K
42	Fideuram Asset Management (Ireland) dac	Shares	277SH	$583.6K
43	INDEPENDENT FINANCIAL GROUP, LLC	Shares	280SH	$582.6K
44	SIGNATUREFD, LLC	Shares	266SH	$553.5K
45	MEITAV INVESTMENT HOUSE LTD	Shares	240SH	$499.4K
46	Venturi Wealth Management, LLC	Shares	232SH	$482.7K
47	Legacy Wealth Asset Management, LLC	Shares	224SH	$466.1K
48	COLTON GROOME FINANCIAL ADVISORS, LLC	Shares	217SH	$451.5K
49	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	198SH	$412.0K
50	Private Capital Advisors, Inc.	Shares	197SH	$409.9K

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Manager changes2026-06-30 vs 2026-03-31

50 / 142 loaded

#		Instrument
1	REINHART PARTNERS, LLC. added	Shares	+5.9K	+$27.7M	$175.3M
2	FIRST CITIZENS BANK & TRUST CO trimmed	Shares	-1.5K	+$11.9M	$156.3M
3	ASR Vermogensbeheer N.V. new	Shares	+2.0K	+$4.2M	$4.2M
4	Y-Intercept (Hong Kong) Ltd new	Shares	+1.5K	+$3.0M	$3.0M
5	SHEETS SMITH WEALTH MANAGEMENT added	Shares	+300	+$1.2M	$6.7M
6	Oak Thistle LLC new	Shares	+543	+$1.1M	$1.1M
7	Swedbank AB trimmed	Shares	-19	+$806.6K	$8.9M
8	Avanza Fonder AB added	Shares	+352	+$764.4K	$1.1M
9	Live Oak Private Wealth LLC trimmed	Shares	-11	+$656.7K	$7.2M
10	IFM Investors Pty Ltd added	Shares	+84	+$502.1K	$3.6M
11	Vest Financial, LLC added	Shares	+29	+$435.5K	$4.0M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+43	+$343.1K	$2.9M
13	Crossmark Global Holdings, Inc. new	Shares	+143	+$297.6K	$297.6K
14	Whitener Capital Management, Inc. added	Shares	+76	+$297.0K	$1.6M
15	Composition Wealth, LLC new	Shares	+123	+$256.1K	$256.1K
16	QRG CAPITAL MANAGEMENT, INC. new	Shares	+113	+$235.1K	$235.1K
17	Balefire, LLC new	Shares	+107	+$222.6K	$222.6K
18	Ballentine Partners, LLC new	Shares	+105	+$217.5K	$217.5K
19	Symphony Financial Services, Inc. new	Shares	+104	+$216.4K	$216.4K
20	B. Riley Wealth Advisors, Inc. new	Shares	+103	+$215.2K	$215.2K
21	VIEWPOINT INVESTMENT PARTNERS CORP new	Shares	+100	+$208.1K	$208.1K
22	Trust Co of the South unchanged	Shares	0	+$185.7K	$2.0M
23	Merrion Investment Management Co, LLC unchanged	Shares	0	+$171.8K	$1.8M
24	PensionDanmark Pensionsforsikringsaktieselskab unchanged	Shares	0	+$162.8K	$1.7M
25	BENJAMIN EDWARDS INC added	Shares	+12	+$159.4K	$1.5M
26	Triangle Securities Wealth Management added	Shares	+19	+$159.0K	$1.3M
27	Sumitomo Mitsui DS Asset Management Company, Ltd trimmed	Shares	-11	+$157.7K	$1.9M
28	ABN AMRO INVESTMENT SOLUTIONS added	Shares	+40	+$146.0K	$749.1K
29	Malaga Cove Capital, LLC trimmed	Shares	-5	+$145.7K	$1.6M
30	Smith Salley Wealth Management trimmed	Shares	-5	+$138.0K	$1.6M
31	AFFINITY WEALTH MANAGEMENT LLC added	Shares	+14	+$133.9K	$1.1M
32	MBL Wealth, LLC unchanged	Shares	0	+$122.0K	$1.3M
33	Mraz, Amerine & Associates, Inc. trimmed	Shares	-48	+$108.2K	$2.1M
34	Blue Trust, Inc. added	Shares	+47	+$105.6K	$181.0K
35	SIGNATUREFD, LLC added	Shares	+26	+$101.2K	$553.5K
36	Cape Investment Advisory, Inc. new	Shares	+47	+$97.8K	$97.8K
37	Pettinga Financial Advisors LLC unchanged	Shares	0	+$95.1K	$1.0M
38	Tanager Wealth Management LLP added	Shares	+2	+$85.4K	$865.6K
39	MEITAV INVESTMENT HOUSE LTD added	Shares	+15	+$75.3K	$499.4K
40	NATIONS FINANCIAL GROUP INC, /IA/ /ADV added	Shares	+3	+$73.7K	$722.0K
41	McCollum Christoferson Group LLC unchanged	Shares	0	+$73.5K	$780.3K
42	Legacy Wealth Asset Management, LLC added	Shares	+14	+$70.3K	$466.1K
43	Versant Capital Management, Inc added	Shares	+30	+$69.9K	$141.5K
44	CITY HOLDING CO unchanged	Shares	0	+$64.7K	$686.7K
45	D.A. DAVIDSON & CO. unchanged	Shares	0	+$63.4K	$672.1K
46	INDEPENDENT FINANCIAL GROUP, LLC unchanged	Shares	0	+$54.9K	$582.6K
47	BARTLETT & CO. WEALTH MANAGEMENT LLC unchanged	Shares	0	+$50.5K	$832.3K
48	Optas, LLC added	Shares	+8	+$47.6K	$345.4K
49	Venturi Wealth Management, LLC trimmed	Shares	-1	+$43.6K	$482.7K
50	COLTON GROOME FINANCIAL ADVISORS, LLC unchanged	Shares	0	+$42.6K	$451.5K

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