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Beaird Harris Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Beaird Harris 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
Q1 		– Sell
-1
Closed -$2.15K – 702
2025
Q4 		$2.15K Hold
1
– – ﹤0.01% 518
2025
Q3 		$1.79K Hold
1
– – ﹤0.01% 520
2025
Q2 		$1.96K Hold
1
– – ﹤0.01% 494
2025
Q1 		$1.85K Sell
1
-14
-93% -$28.5K ﹤0.01% 446
2024
Q4 		$31.7K Hold
15
– – ﹤0.01% 273
2024
Q3 		$27.6K Hold
15
– – ﹤0.01% 273
2024
Q2 		$25.3K Hold
15
– – ﹤0.01% 282
2024
Q1 		$24.5K Hold
15
– – ﹤0.01% 260
2023
Q4 		$21.3K Buy
+15
New +$21.1K ﹤0.01% 256
2023
Q1 		– Sell
-1
Closed -$758 – 564
2022
Q4 		$758 Buy
+1
New +$805 ﹤0.01% 657

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beaird Harris Wealth Management's FCNCA Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 1 share — an estimated $2.15K sold.

Beaird Harris Wealth Management first reported a position in FCNCA in Q4 2022 and held it in 10 quarters. The position peaked at $31.7K in Q4 2024. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Beaird Harris Wealth Management reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 1 First Citizens BancShares share in Q1 2026, an estimated $2.15K.
  • Beaird Harris Wealth Management first reported a position in First Citizens BancShares in Q4 2022 and held it in 10 quarters.
  • Beaird Harris Wealth Management's First Citizens BancShares position peaked at $31.7K in Q4 2024.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.