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

Affinity 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	$1.14M	Buy	548 +14	+3%	+$28.1K	0.15%	43
2026 Q1	$1.01M	Sell	534 -1	-0.2%	-$2.01K	0.15%	40
2025 Q4	$1.15M	Sell	535 -2	-0.4%	-$3.77K	0.16%	43
2025 Q3	$961K	Buy	537 +32	+6%	+$63.1K	0.14%	47
2025 Q2	$988K	Sell	505 -3	-0.6%	-$5.44K	0.16%	46
2025 Q1	$942K	Buy	508 +30	+6%	+$61.1K	0.17%	44
2024 Q4	$1.01M	Buy	478 +30	+7%	+$62.9K	0.18%	44
2024 Q3	$825K	Buy	448 +241	+116%	+$460K	0.15%	48
2024 Q2	$349K	Buy	207 +2	+1%	+$3.35K	0.06%	71
2024 Q1	$335K	Hold	205	–	–	0.06%	79
2023 Q4	$291K	Hold	205	–	–	0.06%	79
2023 Q3	$283K	Buy	205 +2	+1%	+$2.75K	0.07%	78
2023 Q2	$261K	Buy	+203	New	+$235K	0.06%	86
2023 Q1	–	Sell	-352	Closed	-$267K	–	116
2022 Q4	$267K	Sell	352 -9	-2%	-$7.25K	0.06%	82
2022 Q3	$288K	Buy	361 +7	+2%	+$5.47K	0.07%	73
2022 Q2	$239K	Buy	354 +4	+1%	+$2.61K	0.06%	87
2022 Q1	$224K	Sell	350 -56	-14%	-$43.6K	0.05%	98
2021 Q4	$360K	Buy	+406	New	+$339K	0.07%	76

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

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

Affinity Wealth Management increased its First Citizens BancShares (FCNCA) stake by 2.6% in Q2 2026, buying an estimated $28.1K and bringing the position to 548 shares worth $1.14M. The position accounts for 0.15% of the portfolio, ranked #43.

Affinity Wealth Management first reported a position in FCNCA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.15M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Affinity Wealth Management held 548 shares of First Citizens BancShares worth $1.14M as of Q2 2026.
Affinity Wealth Management bought 14 First Citizens BancShares shares in Q2 2026, an estimated $28.1K.
First Citizens BancShares made up 0.15% of Affinity Wealth Management's portfolio in Q2 2026, its #43 holding.
Affinity Wealth Management first reported a position in First Citizens BancShares in Q4 2021 and has held it in 18 quarters since.
Affinity Wealth Management's First Citizens BancShares position peaked at $1.15M in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.