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Angel Oak Capital Advisors’s First Citizens BancShares FCNCA Stock Holding History

Angel Oak Capital Advisors’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 		$1.56M Hold
750
– – 1.97% 11
2026
Q1 		$1.41M Sell
750
-255
-25% -$512K 1.57% 10
2025
Q4 		$2.16M Buy
1,005
+200
+25% +$377K 3.14% 6
2025
Q3 		$1.44M Buy
805
+30
+4% +$59.1K 1.13% 9
2025
Q2 		$1.52M Buy
775
+185
+31% +$336K 2.14% 12
2025
Q1 		$1.09M Buy
590
+200
+51% +$407K 1.46% 11
2024
Q4 		$824K Buy
+390
New +$817K 1.1% 18

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

Angel Oak Capital Advisors's FCNCA Position: Q2 2026 in Review

Angel Oak Capital Advisors held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 750 shares worth $1.56M. The position accounts for 1.97% of the portfolio, ranked #11.

Angel Oak Capital Advisors first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.16M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Angel Oak Capital Advisors held 750 shares of First Citizens BancShares worth $1.56M as of Q2 2026.
  • Angel Oak Capital Advisors left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up 1.97% of Angel Oak Capital Advisors's portfolio in Q2 2026, its #11 holding.
  • Angel Oak Capital Advisors first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
  • Angel Oak Capital Advisors's First Citizens BancShares position peaked at $2.16M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Angel Oak Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.