Capital Investment Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Capital Investment Advisory Services’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	$383K	Sell	184 -1	-0.5%	-$2K	0.02%	504
2026 Q1	$349K	Sell	185 -29	-14%	-$58.2K	0.03%	477
2025 Q4	$459K	Sell	214 -178	-45%	-$336K	0.03%	398
2025 Q3	$701K	Buy	+392	New	+$773K	0.06%	299
2025 Q1	–	Sell	-113	Closed	-$239K	–	1010
2024 Q4	$239K	Buy	+113	New	+$237K	0.02%	459
2019 Q4	–	Sell	-10	Closed	-$5K	–	787
2019 Q3	$5K	Hold	10	–	–	﹤0.01%	1121
2019 Q2	$5K	Hold	10	–	–	﹤0.01%	1126
2019 Q1	$4K	Hold	10	–	–	﹤0.01%	1006
2018 Q4	$4K	Buy	+10	New	+$4.2K	﹤0.01%	963

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

Capital Investment Advisory Services's FCNCA Position: Q2 2026 in Review

Capital Investment Advisory Services reduced its First Citizens BancShares (FCNCA) stake by 0.54% in Q2 2026, selling an estimated $2K and leaving 184 shares worth $383K. The position accounts for 0.02% of the portfolio, ranked #504.

Capital Investment Advisory Services first reported a position in FCNCA in Q4 2018 and has held it in 9 quarters since. The position peaked at $701K in Q3 2025. 627 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Capital Investment Advisory Services held 184 shares of First Citizens BancShares worth $383K as of Q2 2026.
Capital Investment Advisory Services sold 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
First Citizens BancShares made up 0.02% of Capital Investment Advisory Services's portfolio in Q2 2026, its #504 holding.
Capital Investment Advisory Services first reported a position in First Citizens BancShares in Q4 2018 and has held it in 9 quarters since.
Capital Investment Advisory Services's First Citizens BancShares position peaked at $701K in Q3 2025.
627 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.