Cerity Partners
FCNCA icon

Cerity Partners’s First Citizens BancShares FCNCA Stock Holding History

Cerity Partners’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 		$3.77M Sell
1,810
-179
-9% -$359K ﹤0.01% 1237
2026
Q1 		$3.75M Buy
1,989
+85
+4% +$171K 0.01% 1153
2025
Q4 		$4.11M Sell
1,904
-19
-1% -$35.8K 0.01% 1018
2025
Q3 		$3.34M Buy
1,923
+2
+0.1% +$3.94K 0.01% 1052
2025
Q2 		$3.9M Buy
1,921
+698
+57% +$1.27M 0.01% 921
2025
Q1 		$2.27M Sell
1,223
-51
-4% -$104K ﹤0.01% 1058
2024
Q4 		$2.63M Sell
1,274
-16
-1% -$33.5K 0.01% 982
2024
Q3 		$2.38M Buy
1,290
+327
+34% +$624K 0.01% 1014
2024
Q2 		$1.62M Sell
963
-142
-13% -$238K ﹤0.01% 1009
2024
Q1 		$1.81M Buy
1,105
+283
+34% +$426K ﹤0.01% 1015
2023
Q4 		$1.17M Buy
822
+122
+17% +$171K ﹤0.01% 929
2023
Q3 		$966K Sell
700
-62
-8% -$85.2K ﹤0.01% 767
2023
Q2 		$978K Buy
762
+11
+1% +$12.7K ﹤0.01% 930
2023
Q1 		$748K Sell
751
-63
-8% -$46.8K ﹤0.01% 1110
2022
Q4 		$618K Buy
814
+71
+10% +$57.2K ﹤0.01% 849
2022
Q3 		$593K Buy
743
+10
+1% +$7.81K 0.01% 652
2022
Q2 		$480K Buy
+733
New +$478K 0.01% 760

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 $3.38T AUM 44.17% 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

Cerity Partners's FCNCA Position: Q2 2026 in Review

Cerity Partners reduced its First Citizens BancShares (FCNCA) stake by 9% in Q2 2026, selling an estimated $359K and leaving 1,810 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1237.

Cerity Partners first reported a position in FCNCA in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.11M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Cerity Partners held 1,810 shares of First Citizens BancShares worth $3.77M as of Q2 2026.
  • Cerity Partners sold 179 First Citizens BancShares shares in Q2 2026, an estimated $359K.
  • First Citizens BancShares made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1237 holding.
  • Cerity Partners first reported a position in First Citizens BancShares in Q2 2022 and has held it in 17 quarters since.
  • Cerity Partners's First Citizens BancShares position peaked at $4.11M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.