Arax Advisory Partners’s First Citizens BancShares FCNCA Stock Holding History

Arax Advisory Partners’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	$5.8M	Buy	2,790 +2,573	+1,186%	+$5.16M	0.04%	445
2026 Q1	$409K	Sell	217 -1,481	-87%	-$2.97M	0.01%	733
2025 Q4	$3.65M	Sell	1,698 -7	-0.4%	-$13.2K	0.11%	156
2025 Q3	$3.05M	Buy	1,705 +1,686	+8,874%	+$3.32M	0.04%	354
2025 Q2	$37.2K	Buy	19 +6	+46%	+$10.9K	﹤0.01%	1373
2025 Q1	$24.1K	Sell	13 -15	-54%	-$30.6K	﹤0.01%	1224
2024 Q4	$59.2K	Buy	28 +1	+4%	+$2.1K	﹤0.01%	851
2024 Q3	$49.7K	Hold	27	–	–	﹤0.01%	721
2024 Q2	$45.5K	Buy	+27	New	+$45.2K	﹤0.01%	695
2022 Q4	–	Sell	-46	Closed	-$37K	–	1294
2022 Q3	$37K	Buy	46 +2	+5%	+$1.56K	0.01%	473
2022 Q2	$29K	Sell	44 -10	-19%	-$6.52K	﹤0.01%	508
2022 Q1	$36K	Buy	+54	New	+$42K	﹤0.01%	499

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

Arax Advisory Partners's FCNCA Position: Q2 2026 in Review

Arax Advisory Partners increased its First Citizens BancShares (FCNCA) stake by 1,186% in Q2 2026, buying an estimated $5.16M and bringing the position to 2,790 shares worth $5.8M. The position accounts for 0.04% of the portfolio, ranked #445.

Arax Advisory Partners first reported a position in FCNCA in Q1 2022 and has held it in 12 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Arax Advisory Partners held 2,790 shares of First Citizens BancShares worth $5.8M as of Q2 2026.
Arax Advisory Partners bought 2,573 First Citizens BancShares shares in Q2 2026, an estimated $5.16M.
First Citizens BancShares made up 0.04% of Arax Advisory Partners's portfolio in Q2 2026, its #445 holding.
Arax Advisory Partners first reported a position in First Citizens BancShares in Q1 2022 and has held it in 12 quarters since.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.