MOODY NATIONAL BANK TRUST DIVISION FCNCA — First Citizens BancShares Inc/

Ownership history in MOODY NATIONAL BANK TRUST DIVISION  ·  10 quarters on record

AI Ownership Summary

MOODY NATIONAL BANK TRUST DIVISION reported First Citizens BancShares Inc/ (FCNCA) in 10 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows FCNCA at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FCNCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOODY NATIONAL BANK TRUST DIVISION's position in First Citizens BancShares Inc/, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

FCNCA was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCNCA stock page MOODY NATIONAL BANK TRUST DIVISION fund profile MOODY NATIONAL BANK TRUST DIVISION full holdings
How MOODY NATIONAL BANK TRUST DIVISION held FCNCA — position size vs. price
% of Fund (quarterly)    FCNCA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 123 — 0% 0.02% $256K 2026-07-07 $2092.43
2026 Q1 UNCHANGED — — — 123 — 0% 0.02% $232K 2026-04-09 $1996.20
2025 Q4 UNCHANGED — — — 123 — 0% 0.03% $264K 2026-01-12 $2156.40
2025 Q3 UNCHANGED — — — 123 — 0% 0.02% $220K 2025-10-06 $1754.04
2025 Q2 UNCHANGED — — — 123 — 0% 0.02% $241K 2025-07-10 $2122.80
2025 Q1 UNCHANGED — — — 123 — 0% 0.02% $228K 2025-04-04 $1563.00
2024 Q4 REDUCED — — — 123 -2 -1.6% 0.03% $260K 2025-01-13 $2072.72
2024 Q3 UNCHANGED — — — 125 — 0% 0.02% $230K 2024-10-03 $1849.64
2024 Q2 UNCHANGED — — — 125 — 0% 0.02% $210K 2024-07-03 $1702.65
2024 Q1 INITIATED — — — 125 — — 0.02% $204K 2024-04-04 $1564.94

🏢 Other funds also holding FCNCA

As of 2026 Q2 — sorted by position size

Saber Capital Managment, LLC 3Y 8.96% REINHART PARTNERS, LLC. 3Y 7Y 4.0% CORTLAND ASSOCIATES INC/MO 3Y 7Y 3.46% FIRST CITIZENS BANK & TRUST CO 3Y 7Y 2.34% Broyhill Asset Management, LLC 1.13% River Road Asset Management, LLC 3Y 7Y 0.92% Live Oak Private Wealth LLC 3Y 0.9% Merrion Investment Management Co, LLC 3Y 0.86% Avantra Family Wealth, Inc. 0.69% SHEETS SMITH WEALTH MANAGEMENT 3Y 7Y 0.67%

FAQ About MOODY NATIONAL BANK TRUST DIVISION and FCNCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOODY NATIONAL BANK TRUST DIVISION reported owning FCNCA?

MOODY NATIONAL BANK TRUST DIVISION reported FCNCA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported FCNCA position in MOODY NATIONAL BANK TRUST DIVISION's portfolio?

The largest reported portfolio weight for FCNCA was 0.03% in 2024 Q4.

What is the latest reported FCNCA position on this page?

The most recent filing on this page is 2026 Q2, when MOODY NATIONAL BANK TRUST DIVISION reported 123 shares, equal to 0.02% of portfolio, with an estimated market value of $256K.

What does the chart on this FCNCA ownership page compare?

The chart compares MOODY NATIONAL BANK TRUST DIVISION's quarterly FCNCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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