Avantax Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Avantax Advisory Services’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
2025 Q2	$402K	Sell	205 -24	-10%	-$43.5K	﹤0.01%	1720
2025 Q1	$425K	Buy	229 +26	+13%	+$53K	﹤0.01%	1611
2024 Q4	$429K	Buy	203 +3	+2%	+$6.29K	﹤0.01%	1544
2024 Q3	$369K	Sell	200 -2	-1%	-$3.82K	﹤0.01%	1617
2024 Q2	$340K	Buy	+202	New	+$338K	﹤0.01%	1607

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avantax Advisory Services's FCNCA Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Citizens BancShares (FCNCA) stake by 10% in Q2 2025, selling an estimated $43.5K and leaving 205 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1720.

Avantax Advisory Services first reported a position in FCNCA in Q2 2024 and has held it in 5 quarters since. The position peaked at $429K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Avantax Advisory Services held 205 shares of First Citizens BancShares worth $402K as of Q2 2025.
Avantax Advisory Services sold 24 First Citizens BancShares shares in Q2 2025, an estimated $43.5K.
First Citizens BancShares made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1720 holding.
Avantax Advisory Services first reported a position in First Citizens BancShares in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's First Citizens BancShares position peaked at $429K in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.