Allworth Financial’s First Citizens BancShares FCNCA Stock Holding History

Allworth Financial’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	$173K	Hold	83	–	–	﹤0.01%	1576
2026 Q1	$156K	Buy	83 +19	+30%	+$38.1K	﹤0.01%	1553
2025 Q4	$137K	Buy	64 +36	+129%	+$67.9K	﹤0.01%	1554
2025 Q3	$50.7K	Buy	28 +5	+22%	+$9.86K	﹤0.01%	2090
2025 Q2	$45K	Buy	23 +6	+35%	+$10.9K	﹤0.01%	2010
2025 Q1	$30.5K	Buy	17 +3	+21%	+$6.11K	﹤0.01%	1816
2024 Q4	$31.1K	Buy	14 +1	+8%	+$2.1K	﹤0.01%	1830
2024 Q3	$23.9K	Buy	13 +3	+30%	+$5.72K	﹤0.01%	1803
2024 Q2	$18.3K	Buy	10 +1	+11%	+$1.67K	﹤0.01%	1937
2024 Q1	$14.7K	Hold	9	–	–	﹤0.01%	1938
2023 Q4	$12.8K	Buy	9 +2	+29%	+$2.81K	﹤0.01%	1885
2023 Q3	$9.66K	Buy	7 +6	+600%	+$8.25K	﹤0.01%	1857
2023 Q2	$1.28K	Sell	1 -10	-91%	-$11.6K	﹤0.01%	2651
2023 Q1	$10.7K	Buy	11 +1	+10%	+$743	﹤0.01%	1766
2022 Q4	$7.58K	Hold	10	–	–	﹤0.01%	1770
2022 Q3	$8K	Buy	10 +9	+900%	+$7.03K	﹤0.01%	1740
2022 Q2	$1K	Buy	+1	New	+$652	﹤0.01%	2140

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 $3.38T AUM 44.17% 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

Allworth Financial's FCNCA Position: Q2 2026 in Review

Allworth Financial held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 83 shares worth $173K. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Allworth Financial first reported a position in FCNCA in Q2 2022 and has held it in 17 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Allworth Financial held 83 shares of First Citizens BancShares worth $173K as of Q2 2026.
Allworth Financial left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1576 holding.
Allworth Financial first reported a position in First Citizens BancShares in Q2 2022 and has held it in 17 quarters since.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.