Allegiance Financial Group Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Allegiance Financial Group Advisory Services’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	$2.46M	Sell	1,182 -47	-4%	-$94.2K	0.43%	26
2026 Q1	$2.32M	Buy	1,229 +33	+3%	+$66.2K	0.46%	28
2025 Q4	$2.57M	Buy	1,196 +10	+0.8%	+$18.8K	0.54%	27
2025 Q3	$2.12M	Buy	1,186 +152	+15%	+$300K	0.49%	29
2025 Q2	$2.02M	Sell	1,034 -26	-2%	-$47.2K	0.54%	27
2025 Q1	$1.97M	Sell	1,060 -40	-4%	-$81.5K	0.6%	27
2024 Q4	$2.32M	Sell	1,100 -121	-10%	-$254K	0.75%	26
2024 Q3	$2.25M	Buy	1,221 +40	+3%	+$76.3K	0.78%	26
2024 Q2	$1.99M	Hold	1,181	–	–	0.76%	27
2024 Q1	$1.93M	Hold	1,181	–	–	0.79%	27
2023 Q4	$1.68M	Hold	1,181	–	–	0.79%	29
2023 Q3	$1.63M	Hold	1,181	–	–	0.92%	28
2023 Q2	$1.52M	Hold	1,181	–	–	0.89%	29
2023 Q1	$1.15M	Hold	1,181	–	–	0.85%	32
2022 Q4	$896K	Buy	+1,181	New	+$951K	0.86%	33

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

Allegiance Financial Group Advisory Services's FCNCA Position: Q2 2026 in Review

Allegiance Financial Group Advisory Services reduced its First Citizens BancShares (FCNCA) stake by 3.8% in Q2 2026, selling an estimated $94.2K and leaving 1,182 shares worth $2.46M. The position accounts for 0.43% of the portfolio, ranked #26.

Allegiance Financial Group Advisory Services first reported a position in FCNCA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.57M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Allegiance Financial Group Advisory Services held 1,182 shares of First Citizens BancShares worth $2.46M as of Q2 2026.
Allegiance Financial Group Advisory Services sold 47 First Citizens BancShares shares in Q2 2026, an estimated $94.2K.
First Citizens BancShares made up 0.43% of Allegiance Financial Group Advisory Services's portfolio in Q2 2026, its #26 holding.
Allegiance Financial Group Advisory Services first reported a position in First Citizens BancShares in Q4 2022 and has held it in 15 quarters since.
Allegiance Financial Group Advisory Services's First Citizens BancShares position peaked at $2.57M in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q2 2026, filed 27 Jul 2026.