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 New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return