Avion Wealth’s First Citizens BancShares FCNCA Stock Holding History

Avion Wealth’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	$2K	Hold	1	–	–	﹤0.01%	1052
2026 Q1	$1K	Hold	1	–	–	﹤0.01%	1021
2025 Q4	$2K	Hold	1	–	–	﹤0.01%	866
2025 Q3	$1K	Hold	1	–	–	﹤0.01%	1007
2025 Q2	$1K	Hold	1	–	–	﹤0.01%	964
2025 Q1	$2K	Hold	1	–	–	﹤0.01%	709
2024 Q4	$2K	Hold	1	–	–	﹤0.01%	706
2024 Q3	$1K	Hold	1	–	–	﹤0.01%	804
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	728
2024 Q1	$2K	Hold	1	–	–	﹤0.01%	677
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	783
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	625
2023 Q2	$1K	Sell	1 -1	-50%	-$1.16K	﹤0.01%	571
2023 Q1	$1K	Buy	+2	New	+$1.49K	﹤0.01%	440

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

Avion Wealth's FCNCA Position: Q2 2026 in Review

Avion Wealth held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 1 share worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

Avion Wealth first reported a position in FCNCA in Q1 2023 and has held it in 14 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Avion Wealth held 1 share of First Citizens BancShares worth $2K as of Q2 2026.
Avion Wealth left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1052 holding.
Avion Wealth first reported a position in First Citizens BancShares in Q1 2023 and has held it in 14 quarters since.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.