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Beacon Pointe Advisors’s First Citizens BancShares FCNCA Stock Holding History

Beacon Pointe 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 		$543K Buy
261
+12
+5% +$24.1K ﹤0.01% 1302
2026
Q1 		$469K Buy
249
+19
+8% +$38.1K ﹤0.01% 1330
2025
Q4 		$494K Sell
230
-75
-25% -$141K ﹤0.01% 1081
2025
Q3 		$546K Buy
+305
New +$601K ﹤0.01% 978
2024
Q2 		– Sell
-154
Closed -$252K – 1311
2024
Q1 		$252K Buy
+154
New +$232K ﹤0.01% 1168

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

Beacon Pointe Advisors's FCNCA Position: Q2 2026 in Review

Beacon Pointe Advisors increased its First Citizens BancShares (FCNCA) stake by 4.8% in Q2 2026, buying an estimated $24.1K and bringing the position to 261 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #1302.

Beacon Pointe Advisors first reported a position in FCNCA in Q1 2024 and has held it in 5 quarters since. The position peaked at $546K in Q3 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Beacon Pointe Advisors held 261 shares of First Citizens BancShares worth $543K as of Q2 2026.
  • Beacon Pointe Advisors bought 12 First Citizens BancShares shares in Q2 2026, an estimated $24.1K.
  • First Citizens BancShares made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1302 holding.
  • Beacon Pointe Advisors first reported a position in First Citizens BancShares in Q1 2024 and has held it in 5 quarters since.
  • Beacon Pointe Advisors's First Citizens BancShares position peaked at $546K in Q3 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.