Benjamin Edwards Inc’s First Citizens BancShares FCNCA Stock Holding History

Benjamin Edwards Inc’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	$1.45M	Buy	697 +12	+2%	+$24.1K	0.01%	672
2026 Q1	$1.29M	Buy	685 +148	+28%	+$297K	0.01%	672
2025 Q4	$1.15M	Buy	537 +47	+10%	+$88.6K	0.01%	660
2025 Q3	$877K	Buy	490 +45	+10%	+$88.7K	0.01%	737
2025 Q2	$871K	Buy	445 +35	+9%	+$63.5K	0.01%	679
2025 Q1	$760K	Buy	410 +19	+5%	+$38.7K	0.01%	670
2024 Q4	$826K	Buy	391 +29	+8%	+$60.8K	0.01%	673
2024 Q3	$667K	Buy	362 +119	+49%	+$227K	0.01%	708
2024 Q2	$409K	Sell	243 -108	-31%	-$181K	0.08%	246
2024 Q1	$574K	Buy	351 +103	+42%	+$155K	0.11%	201
2023 Q4	$352K	Buy	248 +28	+13%	+$39.3K	0.08%	232
2023 Q3	$304K	Buy	220 +58	+36%	+$79.7K	0.07%	223
2023 Q2	$208K	Buy	162 +26	+19%	+$30.1K	0.05%	269
2023 Q1	$132K	Buy	136 +83	+157%	+$61.6K	0.03%	334
2022 Q4	$40K	Buy	+53	New	+$42.7K	0.01%	436

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

Benjamin Edwards Inc's FCNCA Position: Q2 2026 in Review

Benjamin Edwards Inc increased its First Citizens BancShares (FCNCA) stake by 1.8% in Q2 2026, buying an estimated $24.1K and bringing the position to 697 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #672.

Benjamin Edwards Inc first reported a position in FCNCA in Q4 2022 and has held it in 15 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Benjamin Edwards Inc held 697 shares of First Citizens BancShares worth $1.45M as of Q2 2026.
Benjamin Edwards Inc bought 12 First Citizens BancShares shares in Q2 2026, an estimated $24.1K.
First Citizens BancShares made up 0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #672 holding.
Benjamin Edwards Inc first reported a position in First Citizens BancShares in Q4 2022 and has held it in 15 quarters since.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.