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

Abound 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	$2.08K	Hold	1	–	–	﹤0.01%	738
2026 Q1	$1.89K	Hold	1	–	–	﹤0.01%	914
2025 Q4	$2.15K	Hold	1	–	–	﹤0.01%	834
2025 Q3	$1.79K	Hold	1	–	–	﹤0.01%	822
2025 Q2	$1.96K	Hold	1	–	–	﹤0.01%	751
2025 Q1	$1.85K	Hold	1	–	–	﹤0.01%	712
2024 Q4	$2.11K	Hold	1	–	–	﹤0.01%	668
2024 Q3	$1.84K	Buy	+1	New	+$1.91K	﹤0.01%	718

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

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

Abound Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 1 share worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Abound Wealth Management first reported a position in FCNCA in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.15K in Q4 2025. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Abound Wealth Management held 1 share of First Citizens BancShares worth $2.08K as of Q2 2026.
Abound Wealth Management left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #738 holding.
Abound Wealth Management first reported a position in First Citizens BancShares in Q3 2024 and has held it in 8 quarters since.
Abound Wealth Management's First Citizens BancShares position peaked at $2.15K in Q4 2025.
624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.