Action Point Financial Planning’s First Citizens BancShares FCNCA Stock Holding History

Action Point Financial Planning’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	$12.5K	Buy	+6	New	+$12K	﹤0.01%	1357

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

Action Point Financial Planning's FCNCA Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 6 shares worth $12.5K. The stake represents ﹤0.01% of the portfolio and ranks #1357 among its holdings.

624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Action Point Financial Planning held 6 shares of First Citizens BancShares worth $12.5K as of Q2 2026.
First Citizens BancShares was a new Action Point Financial Planning position in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1357 holding.
624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.