Carson Wealth (CWM LLC)
FCNCA icon

Carson Wealth (CWM LLC)’s First Citizens BancShares FCNCA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$560K Buy
297
+122
+70% +$245K ﹤0.01% 1928
2025
Q4 		$376K Buy
175
+12
+7% +$22.6K ﹤0.01% 2096
2025
Q3 		$292K Buy
163
+46
+39% +$90.7K ﹤0.01% 2159
2025
Q2 		$230K Sell
117
-50
-30% -$90.7K ﹤0.01% 2054
2025
Q1 		$310K Sell
167
-47
-22% -$95.7K ﹤0.01% 1652
2024
Q4 		$452K Sell
214
-43
-17% -$90.1K ﹤0.01% 1422
2024
Q3 		$473K Sell
257
-18
-7% -$34.3K ﹤0.01% 1337
2024
Q2 		$463K Buy
275
+69
+33% +$115K ﹤0.01% 1221
2024
Q1 		$336K Buy
206
+1
+0.5% +$1.5K ﹤0.01% 1286
2023
Q4 		$290K Buy
205
+18
+10% +$25.3K ﹤0.01% 1265
2023
Q3 		$257K Buy
187
+49
+36% +$67.3K ﹤0.01% 1210
2023
Q2 		$177K Buy
138
+38
+38% +$44K ﹤0.01% 1302
2023
Q1 		$97K Buy
100
+8
+9% +$5.94K ﹤0.01% 1506
2022
Q4 		$70K Sell
92
-1
-1% -$805 ﹤0.01% 1540
2022
Q3 		$74K Hold
93
– – ﹤0.01% 1476
2022
Q2 		$61K Buy
93
+51
+121% +$33.2K ﹤0.01% 1533
2022
Q1 		$28K Buy
+42
New +$32.7K ﹤0.01% 1871

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s FCNCA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its First Citizens BancShares (FCNCA) stake by 70% in Q1 2026, buying an estimated $245K and bringing the position to 297 shares worth $560K. The position accounts for ﹤0.01% of the portfolio, ranked #1928.

Carson Wealth (CWM LLC) first reported a position in FCNCA in Q1 2022 and has held it in 17 quarters since. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 297 shares of First Citizens BancShares worth $560K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 122 First Citizens BancShares shares in Q1 2026, an estimated $245K.
  • First Citizens BancShares made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1928 holding.
  • Carson Wealth (CWM LLC) first reported a position in First Citizens BancShares in Q1 2022 and has held it in 17 quarters since.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.