Skip to main content

Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

FCNCA holding history

First Citizens Bancshares Inc in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

FCNCA overviewAll 13F holders of FCNCAFull Q2 2026 holdings

Shares (Q2 2026)
3,210
Value
$6.68M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of FCNCA by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,210$6.68M0.7%+300+10.3%AddedHolders
Q1 20262,910$5.48M0.6%+23+0.8%AddedHolders
Q4 20252,887$6.20M0.7%+403+16.2%AddedHolders
Q3 20252,484$4.44M0.5%+1,037+71.7%AddedHolders
Q2 20251,447$2.83M0.3%00.0%UnchangedHolders
Q1 20251,447$2.68M0.3%00.0%UnchangedHolders
Q4 20241,447$3.06M0.4%00.0%UnchangedHolders
Q3 20241,447$2.66M0.3%00.0%UnchangedHolders
Q2 20241,447$2.44M0.3%−2,914−66.8%ReducedHolders
Q1 20244,361$7.13M0.8%+447+11.4%AddedHolders
Q4 20233,914$5.55M0.8%+14+0.4%AddedHolders
Q3 20233,900$5.38M0.8%−102−2.5%ReducedHolders
Q2 20234,002$5.14M0.8%+1,555+63.5%AddedHolders
Q1 20232,447$2.38M0.4%00.0%UnchangedHolders
Q4 20222,447$1.86M0.3%−1,013−29.3%ReducedHolders
Q3 20223,460$2.76M0.5%+1,013+41.4%AddedHolders
Q2 20222,447$1.60M0.3%−70−2.8%ReducedHolders
Q1 20222,517$1.68M0.2%00.0%UnchangedHolders
Q4 20212,517$2.09M0.3%00.0%UnchangedHolders
Q3 20212,517$2.12M0.3%00.0%UnchangedHolders
Q2 20212,517$2.10M0.3%00.0%UnchangedHolders
Q1 20212,517$2.10M0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.