44 Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

44 Wealth Management’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	$1.57M	Sell	754 -33	-4%	-$66.2K	0.52%	65
2026 Q1	$1.48M	Sell	787 -451	-36%	-$905K	0.52%	67
2025 Q4	$2.66M	Buy	1,238 +9	+0.7%	+$17K	0.89%	27
2025 Q3	$2.2M	Buy	1,229 +12	+1%	+$23.7K	0.75%	37
2025 Q2	$2.38M	Sell	1,217 -18	-1%	-$32.7K	0.84%	31
2025 Q1	$2.29M	Sell	1,235 -20	-2%	-$40.7K	0.86%	29
2024 Q4	$2.65M	Sell	1,255 -75	-6%	-$157K	1.02%	24
2024 Q3	$2.77M	Buy	+1,330	New	+$2.54M	0.97%	23
2023 Q2	$984K	Sell	767 -93	-11%	-$108K	0.34%	73
2023 Q1	$837K	Buy	860 +31	+4%	+$23K	0.28%	79
2022 Q4	$629K	Sell	829 -36	-4%	-$29K	0.22%	94
2022 Q3	$690K	Buy	+865	New	+$676K	0.28%	86

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

44 Wealth Management's FCNCA Position: Q2 2026 in Review

44 Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 4.2% in Q2 2026, selling an estimated $66.2K and leaving 754 shares worth $1.57M. The position accounts for 0.52% of the portfolio, ranked #65.

44 Wealth Management first reported a position in FCNCA in Q3 2022 and has held it in 12 quarters since. The position peaked at $2.77M in Q3 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

44 Wealth Management held 754 shares of First Citizens BancShares worth $1.57M as of Q2 2026.
44 Wealth Management sold 33 First Citizens BancShares shares in Q2 2026, an estimated $66.2K.
First Citizens BancShares made up 0.52% of 44 Wealth Management's portfolio in Q2 2026, its #65 holding.
44 Wealth Management first reported a position in First Citizens BancShares in Q3 2022 and has held it in 12 quarters since.
44 Wealth Management's First Citizens BancShares position peaked at $2.77M in Q3 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.