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

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LOPW

Live Oak Private Wealth Wilmington, North Carolina $800M AUM 24.59% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $9.71B AUM 37.32% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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. 143 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.
143 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.