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Advisors Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Advisors Asset 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 		– Sell
-250
Closed -$471K – 1445
2026
Q1 		$471K Sell
250
-19
-7% -$38.1K 0.01% 985
2025
Q4 		$577K Sell
269
-6
-2% -$11.3K 0.01% 913
2025
Q3 		$492K Sell
275
-2
-0.7% -$3.94K 0.01% 974
2025
Q2 		$542K Buy
277
+78
+39% +$142K 0.01% 929
2025
Q1 		$369K Buy
+199
New +$405K 0.01% 994

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

Advisors Asset Management's FCNCA Position: Q2 2026 in Review

Advisors Asset Management sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 250 shares — an estimated $471K sold.

Advisors Asset Management first reported a position in FCNCA in Q1 2025 and held it in 5 quarters. The position peaked at $577K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Advisors Asset Management reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Advisors Asset Management sold 250 First Citizens BancShares shares in Q2 2026, an estimated $471K.
  • Advisors Asset Management first reported a position in First Citizens BancShares in Q1 2025 and held it in 5 quarters.
  • Advisors Asset Management's First Citizens BancShares position peaked at $577K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

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