Bell Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Bell Investment 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	$12.5K	Hold	6	–	–	﹤0.01%	639
2026 Q1	$11.3K	Sell	6 -1	-14%	-$2.01K	﹤0.01%	630
2025 Q4	$15K	Hold	7	–	–	﹤0.01%	545
2025 Q3	$12.5K	Sell	7 -2	-22%	-$3.94K	﹤0.01%	557
2025 Q2	$17.6K	Buy	9 +2	+29%	+$3.63K	﹤0.01%	465
2025 Q1	$13K	Hold	7	–	–	﹤0.01%	509
2024 Q4	$14.8K	Hold	7	–	–	﹤0.01%	465
2024 Q3	$12.9K	Sell	7 -1	-13%	-$1.91K	﹤0.01%	527
2024 Q2	$13.5K	Hold	8	–	–	﹤0.01%	499
2024 Q1	$13.1K	Hold	8	–	–	﹤0.01%	491
2023 Q4	$11.4K	Hold	8	–	–	﹤0.01%	511
2023 Q3	$11K	Buy	8 +1	+14%	+$1.37K	﹤0.01%	473
2023 Q2	$8.98K	Buy	7 +4	+133%	+$4.63K	﹤0.01%	550
2023 Q1	$2.92K	Sell	3 -2	-40%	-$1.49K	﹤0.01%	1055
2022 Q4	$3.79K	Buy	5 +1	+25%	+$805	﹤0.01%	953
2022 Q3	$3K	Hold	4	–	–	﹤0.01%	901
2022 Q2	$3K	Buy	+4	New	+$2.61K	﹤0.01%	931

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's FCNCA Position: Q2 2026 in Review

Bell Investment Advisors held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 6 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #639.

Bell Investment Advisors first reported a position in FCNCA in Q2 2022 and has held it in 17 quarters since. The position peaked at $17.6K in Q2 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Bell Investment Advisors held 6 shares of First Citizens BancShares worth $12.5K as of Q2 2026.
Bell Investment Advisors left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #639 holding.
Bell Investment Advisors first reported a position in First Citizens BancShares in Q2 2022 and has held it in 17 quarters since.
Bell Investment Advisors's First Citizens BancShares position peaked at $17.6K in Q2 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.