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Aaron Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Aaron Wealth Advisors’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 		$320K Buy
154
+1
+0.7% +$2K 0.02% 558
2026
Q1 		$288K Sell
153
-11
-7% -$22.1K 0.02% 575
2025
Q4 		$352K Buy
164
+25
+18% +$47.1K 0.02% 532
2025
Q3 		$249K Buy
+139
New +$274K 0.01% 574

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Aaron Wealth Advisors's FCNCA Position: Q2 2026 in Review

Aaron Wealth Advisors increased its First Citizens BancShares (FCNCA) stake by 0.65% in Q2 2026, buying an estimated $2K and bringing the position to 154 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #558.

Aaron Wealth Advisors first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $352K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Aaron Wealth Advisors held 154 shares of First Citizens BancShares worth $320K as of Q2 2026.
  • Aaron Wealth Advisors bought 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
  • First Citizens BancShares made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #558 holding.
  • Aaron Wealth Advisors first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • Aaron Wealth Advisors's First Citizens BancShares position peaked at $352K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.