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Axxcess Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Axxcess Wealth Management’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 		$2.36M Buy
+1,137
New +$2.28M 0.04% 364
2026
Q1 		– Sell
-1,136
Closed -$2.44M – 598
2025
Q4 		$2.44M Hold
1,136
– – 0.04% 340
2025
Q3 		$2.03M Hold
1,136
– – 0.04% 308
2025
Q2 		$2.22M Buy
1,136
+1
+0.1% +$1.81K 0.05% 268
2025
Q1 		$2.11M Buy
+1,135
New +$2.31M 0.06% 256

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 $3.37T AUM 44.26% 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

Axxcess Wealth Management's FCNCA Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 1,137 shares worth $2.36M. The stake represents 0.04% of the portfolio and ranks #364 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in FCNCA as recently as Q4 2025.

Axxcess Wealth Management first reported a position in FCNCA in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.44M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Axxcess Wealth Management held 1,137 shares of First Citizens BancShares worth $2.36M as of Q2 2026.
  • First Citizens BancShares was a new Axxcess Wealth Management position in Q2 2026.
  • First Citizens BancShares made up 0.04% of Axxcess Wealth Management's portfolio in Q2 2026, its #364 holding.
  • Axxcess Wealth Management first reported a position in First Citizens BancShares in Q1 2025 and has held it in 5 quarters since.
  • Axxcess Wealth Management's First Citizens BancShares position peaked at $2.44M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.