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Atria Investments’s First Citizens BancShares FCNCA Stock Holding History

Atria Investments’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 		$882K Buy
424
+57
+16% +$114K 0.01% 1182
2026
Q1 		$691K Sell
367
-91
-20% -$183K 0.01% 1276
2025
Q4 		$982K Buy
458
+123
+37% +$232K 0.01% 1078
2025
Q3 		$599K Buy
335
+10
+3% +$19.7K 0.01% 1324
2025
Q2 		$635K Buy
325
+21
+7% +$38.1K 0.01% 1296
2025
Q1 		$563K Buy
304
+34
+13% +$69.2K 0.01% 1286
2024
Q4 		$569K Sell
270
-9
-3% -$18.9K 0.01% 1260
2024
Q3 		$514K Sell
279
-20
-7% -$38.2K 0.01% 1301
2024
Q2 		$504K Buy
+299
New +$500K 0.01% 1296

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 $3.38T AUM 44.17% 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

Atria Investments's FCNCA Position: Q2 2026 in Review

Atria Investments increased its First Citizens BancShares (FCNCA) stake by 16% in Q2 2026, buying an estimated $114K and bringing the position to 424 shares worth $882K. The position accounts for 0.01% of the portfolio, ranked #1182.

Atria Investments first reported a position in FCNCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $982K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Atria Investments held 424 shares of First Citizens BancShares worth $882K as of Q2 2026.
  • Atria Investments bought 57 First Citizens BancShares shares in Q2 2026, an estimated $114K.
  • First Citizens BancShares made up 0.01% of Atria Investments's portfolio in Q2 2026, its #1182 holding.
  • Atria Investments first reported a position in First Citizens BancShares in Q2 2024 and has held it in 9 quarters since.
  • Atria Investments's First Citizens BancShares position peaked at $982K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.