Aptus Capital Advisors’s First Citizens BancShares FCNCA Stock Holding History

Aptus 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	$2.73M	Buy	1,310 +40	+3%	+$80.2K	0.02%	457
2026 Q1	$2.39M	Sell	1,270 -32	-2%	-$64.2K	0.02%	450
2025 Q4	$2.79M	Sell	1,302 -25	-2%	-$47.1K	0.02%	399
2025 Q3	$2.37M	Buy	1,327 +1,092	+465%	+$2.15M	0.02%	405
2025 Q2	$460K	Sell	235 -1	-0.4%	-$1.81K	﹤0.01%	699
2025 Q1	$438K	Sell	236 -4	-2%	-$8.15K	﹤0.01%	671
2024 Q4	$507K	Sell	240 -1	-0.4%	-$2.1K	0.01%	630
2024 Q3	$444K	Sell	241 -6	-2%	-$11.4K	0.01%	568
2024 Q2	$416K	Hold	247	–	–	0.01%	543
2024 Q1	$404K	Buy	247 +23	+10%	+$34.6K	0.01%	561
2023 Q4	$318K	Sell	224 -4	-2%	-$5.62K	0.01%	458
2023 Q3	$315K	Buy	228 +37	+19%	+$50.9K	0.01%	461
2023 Q2	$245K	Buy	+191	New	+$221K	0.01%	448

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

Aptus Capital Advisors's FCNCA Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Citizens BancShares (FCNCA) stake by 3.1% in Q2 2026, buying an estimated $80.2K and bringing the position to 1,310 shares worth $2.73M. The position accounts for 0.02% of the portfolio, ranked #457.

Aptus Capital Advisors first reported a position in FCNCA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.79M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Aptus Capital Advisors held 1,310 shares of First Citizens BancShares worth $2.73M as of Q2 2026.
Aptus Capital Advisors bought 40 First Citizens BancShares shares in Q2 2026, an estimated $80.2K.
First Citizens BancShares made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #457 holding.
Aptus Capital Advisors first reported a position in First Citizens BancShares in Q2 2023 and has held it in 13 quarters since.
Aptus Capital Advisors's First Citizens BancShares position peaked at $2.79M in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

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