Asset Planning Inc’s First Citizens BancShares FCNCA Stock Holding History

Asset Planning Inc’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	$20.8K	Hold	10	–	–	0.01%	210
2026 Q1	$18.8K	Sell	10 -8	-44%	-$16.1K	0.01%	206
2025 Q4	$38.6K	Hold	18	–	–	0.03%	167
2025 Q3	$32.2K	Hold	18	–	–	0.02%	181
2025 Q2	$35.2K	Hold	18	–	–	0.03%	175
2025 Q1	$33.4K	Hold	18	–	–	0.03%	176
2024 Q4	$38K	Buy	+18	New	+$37.7K	0.03%	166

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

Asset Planning Inc's FCNCA Position: Q2 2026 in Review

Asset Planning Inc held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 10 shares worth $20.8K. The position accounts for 0.01% of the portfolio, ranked #210.

Asset Planning Inc first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $38.6K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Asset Planning Inc held 10 shares of First Citizens BancShares worth $20.8K as of Q2 2026.
Asset Planning Inc left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #210 holding.
Asset Planning Inc first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
Asset Planning Inc's First Citizens BancShares position peaked at $38.6K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.