B. Riley Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

B. Riley Wealth Advisors’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	$215K	Buy	+103	New	+$207K	0.01%	747
2026 Q1	–	Sell	-107	Closed	-$231K	–	971
2025 Q4	$231K	Buy	+107	New	+$202K	0.01%	807
2025 Q3	–	Sell	-111	Closed	-$218K	–	1112
2025 Q2	$218K	Sell	111 -3	-3%	-$5.44K	0.01%	854
2025 Q1	$212K	Buy	114 +2	+2%	+$4.07K	0.01%	1123
2024 Q4	$238K	Buy	112 +2	+2%	+$4.19K	0.01%	961
2024 Q3	$203K	Buy	+110	New	+$210K	0.01%	1133

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

B. Riley Wealth Advisors's FCNCA Position: Q2 2026 in Review

B. Riley Wealth Advisors opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 103 shares worth $215K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings. This is a return to the name: B. Riley Wealth Advisors previously reported a position in FCNCA as recently as Q4 2025.

B. Riley Wealth Advisors first reported a position in FCNCA in Q3 2024 and has held it in 6 quarters since. The position peaked at $238K in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

B. Riley Wealth Advisors held 103 shares of First Citizens BancShares worth $215K as of Q2 2026.
First Citizens BancShares was a new B. Riley Wealth Advisors position in Q2 2026.
First Citizens BancShares made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #747 holding.
B. Riley Wealth Advisors first reported a position in First Citizens BancShares in Q3 2024 and has held it in 6 quarters since.
B. Riley Wealth Advisors's First Citizens BancShares position peaked at $238K in Q4 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.