Bartlett & Co Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Bartlett & Co 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	$832K	Hold	400	–	–	0.01%	295
2026 Q1	$782K	Hold	400	–	–	0.01%	290
2025 Q4	$858K	Hold	400	–	–	0.01%	281
2025 Q3	$716K	Hold	400	–	–	0.01%	300
2025 Q2	$783K	Sell	400 -5	-1%	-$9.07K	0.01%	283
2025 Q1	$751K	Hold	405	–	–	0.01%	283
2024 Q4	$856K	Hold	405	–	–	0.01%	270
2024 Q3	$746K	Hold	405	–	–	0.01%	290
2024 Q2	$682K	Hold	405	–	–	0.01%	290
2024 Q1	$662K	Hold	405	–	–	0.01%	300
2023 Q4	$582K	Hold	405	–	–	0.01%	329
2023 Q3	$559K	Hold	405	–	–	0.01%	320
2023 Q2	$520K	Hold	405	–	–	0.01%	340
2023 Q1	$394K	Hold	405	–	–	0.01%	306
2022 Q4	$307K	Hold	405	–	–	0.01%	340
2022 Q3	$323K	Hold	405	–	–	0.01%	315
2022 Q2	$265K	Hold	405	–	–	0.01%	340
2022 Q1	$270K	Buy	405 +5	+1%	+$3.89K	﹤0.01%	354
2021 Q4	$332K	Hold	400	–	–	0.01%	341
2021 Q3	$337K	Hold	400	–	–	0.01%	295
2021 Q2	$333K	Hold	400	–	–	0.01%	290
2021 Q1	$334K	Hold	400	–	–	0.01%	288
2020 Q4	$230K	Hold	400	–	–	﹤0.01%	316
2020 Q3	$128K	Hold	400	–	–	﹤0.01%	353
2020 Q2	$162K	Hold	400	–	–	﹤0.01%	330
2020 Q1	$133K	Hold	400	–	–	﹤0.01%	333
2019 Q4	$213K	Hold	400	–	–	0.01%	326
2019 Q3	$189K	Hold	400	–	–	0.01%	335
2019 Q2	$180K	Hold	400	–	–	0.01%	265
2019 Q1	$163K	Hold	400	–	–	0.01%	266
2018 Q4	$151K	Hold	400	–	–	0.01%	273
2018 Q3	$181K	Hold	400	–	–	0.01%	264
2018 Q2	$161K	Hold	400	–	–	0.01%	271
2018 Q1	$165K	Buy	+400	New	+$172K	0.01%	268

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

Bartlett & Co Wealth Management's FCNCA Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 400 shares worth $832K. The position accounts for 0.01% of the portfolio, ranked #295.

Bartlett & Co Wealth Management first reported a position in FCNCA in Q1 2018 and has held it in 34 quarters since. The position peaked at $858K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Bartlett & Co Wealth Management held 400 shares of First Citizens BancShares worth $832K as of Q2 2026.
Bartlett & Co Wealth Management left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #295 holding.
Bartlett & Co Wealth Management first reported a position in First Citizens BancShares in Q1 2018 and has held it in 34 quarters since.
Bartlett & Co Wealth Management's First Citizens BancShares position peaked at $858K in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.