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Blue Rock Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Blue Rock 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
Q2 		$208K Buy
+100
New +$201K 0.12% 106
2026
Q1 		– Sell
-100
Closed -$215K – 106
2025
Q4 		$215K Buy
+100
New +$188K 0.13% 94
2025
Q1 		– Sell
-100
Closed -$211K – 98
2024
Q4 		$211K Buy
+100
New +$210K 0.22% 68

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

Blue Rock Wealth Management's FCNCA Position: Q2 2026 in Review

Blue Rock Wealth Management opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 100 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #106 among its holdings. This is a return to the name: Blue Rock Wealth Management previously reported a position in FCNCA as recently as Q4 2025.

Blue Rock Wealth Management first reported a position in FCNCA in Q4 2024 and has held it in 3 quarters since. The position peaked at $215K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Blue Rock Wealth Management held 100 shares of First Citizens BancShares worth $208K as of Q2 2026.
  • First Citizens BancShares was a new Blue Rock Wealth Management position in Q2 2026.
  • First Citizens BancShares made up 0.12% of Blue Rock Wealth Management's portfolio in Q2 2026, its #106 holding.
  • Blue Rock Wealth Management first reported a position in First Citizens BancShares in Q4 2024 and has held it in 3 quarters since.
  • Blue Rock Wealth Management's First Citizens BancShares position peaked at $215K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Blue Rock Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.