Cary Street Partners Investment Advisory’s First Citizens BancShares FCNCA Stock Holding History

Cary Street Partners Investment Advisory’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	$79.1K	Buy	38 +2	+6%	+$4.01K	0.02%	535
2026 Q1	$67.8K	Sell	36 -6	-14%	-$12K	0.02%	506
2025 Q4	$90.1K	Buy	42 +30	+250%	+$56.5K	0.02%	441
2025 Q3	$21.5K	Buy	12 +3	+33%	+$5.91K	0.01%	508
2025 Q2	$17.6K	Buy	9 +2	+29%	+$3.63K	0.01%	495
2025 Q1	$13K	Buy	+7	New	+$14.3K	0.01%	466
2024 Q4	–	Sell	-134	Closed	-$247K	–	573
2024 Q3	$247K	Sell	134 -469	-78%	-$895K	0.01%	669
2024 Q2	$1.02M	Sell	603 -156	-21%	-$261K	0.04%	343
2024 Q1	$1.24M	Sell	759 -97	-11%	-$146K	0.05%	315
2023 Q4	$1.21M	Buy	856 +413	+93%	+$580K	0.06%	291
2023 Q3	$611K	Buy	443 +130	+42%	+$179K	0.03%	368
2023 Q2	$402K	Buy	313 +281	+878%	+$325K	0.03%	394
2023 Q1	$31.1K	Hold	32	–	–	﹤0.01%	853
2022 Q4	$24.3K	Buy	+32	New	+$25.8K	﹤0.01%	924

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

RRAM

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Cary Street Partners Investment Advisory's FCNCA Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its First Citizens BancShares (FCNCA) stake by 5.6% in Q2 2026, buying an estimated $4.01K and bringing the position to 38 shares worth $79.1K. The position accounts for 0.02% of the portfolio, ranked #535.

Cary Street Partners Investment Advisory first reported a position in FCNCA in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.24M in Q1 2024. 366 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Cary Street Partners Investment Advisory held 38 shares of First Citizens BancShares worth $79.1K as of Q2 2026.
Cary Street Partners Investment Advisory bought 2 First Citizens BancShares shares in Q2 2026, an estimated $4.01K.
First Citizens BancShares made up 0.02% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #535 holding.
Cary Street Partners Investment Advisory first reported a position in First Citizens BancShares in Q4 2022 and has held it in 14 quarters since.
Cary Street Partners Investment Advisory's First Citizens BancShares position peaked at $1.24M in Q1 2024.
366 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.