Aptus Capital Advisors Boosts Stake in First Citizens BancShares

Hedge fund increases holdings in regional bank by over 450% in Q3

Published on Mar. 9, 2026

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Aptus Capital Advisors LLC significantly increased its stake in First Citizens BancShares, Inc. (NASDAQ:FCNCA) during the third quarter of 2025, according to a recent 13F filing. The hedge fund grew its holdings in the regional bank by 464.7%, adding over 1,000 additional shares to bring its total position to 1,327 shares worth $2.37 million.

Why it matters

The substantial increase in Aptus Capital's First Citizens BancShares holdings suggests the hedge fund sees significant upside potential in the stock. As a regional bank, First Citizens' performance can provide insights into the broader financial sector and economic conditions in its Southeastern U.S. markets.

The details

Aptus Capital Advisors added 1,092 shares of First Citizens BancShares during Q3 2025, growing its total position by 464.7%. The hedge fund now owns 1,327 shares of the bank's stock, valued at $2.37 million as of the most recent 13F filing. Several other institutional investors also increased their stakes in First Citizens last quarter, including Allspring Global Investments Holdings and JPMorgan Chase & Co.

  • Aptus Capital Advisors reported its increased First Citizens BancShares holdings in a 13F filing for Q3 2025.

The players

Aptus Capital Advisors LLC

An investment management firm that provides portfolio management services to institutional and individual clients.

First Citizens BancShares, Inc.

A bank holding company and the parent of First Citizens Bank, a full-service commercial bank headquartered in Raleigh, North Carolina.

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The takeaway

Aptus Capital's substantial increase in its First Citizens BancShares stake suggests the hedge fund sees strong growth potential in the regional bank. As a prominent player in the financial sector, First Citizens' performance can provide valuable insights into economic conditions in the Southeastern U.S.