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 Q3	$2K	Hold	1	–	–	﹤0.01%	1038
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	+$1.48K	﹤0.01%	440

Other funds holding FCNCA

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Avion Wealth's FCNCA Position: Q3 2026 in Review

Avion Wealth held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 1 share worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1038.

Avion Wealth first reported a position in FCNCA in Q1 2023 and has held it in 15 quarters since. 355 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Avion Wealth held 1 share of First Citizens BancShares worth $2K as of Q3 2026.
Avion Wealth left its First Citizens BancShares share count unchanged in Q3 2026.
First Citizens BancShares made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1038 holding.
Avion Wealth first reported a position in First Citizens BancShares in Q1 2023 and has held it in 15 quarters since.
355 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.