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AdvisorShares Investments’s First Citizens BancShares FCNCA Stock Holding History

AdvisorShares Investments’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 		$464K Hold
223
– – 0.06% 192
2026
Q1 		$420K Hold
223
– – 0.08% 185
2025
Q4 		$479K Sell
223
-9
-4% -$17K 0.08% 163
2025
Q3 		$415K Buy
+232
New +$457K 0.07% 196

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

AdvisorShares Investments's FCNCA Position: Q2 2026 in Review

AdvisorShares Investments held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 223 shares worth $464K. The position accounts for 0.06% of the portfolio, ranked #192.

AdvisorShares Investments first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $479K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • AdvisorShares Investments held 223 shares of First Citizens BancShares worth $464K as of Q2 2026.
  • AdvisorShares Investments left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up 0.06% of AdvisorShares Investments's portfolio in Q2 2026, its #192 holding.
  • AdvisorShares Investments first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • AdvisorShares Investments's First Citizens BancShares position peaked at $479K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on AdvisorShares Investments's 13F filing for Q2 2026, filed 11 Aug 2026.