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Clearstead Advisors’s First Citizens BancShares FCNCA Stock Holding History

Clearstead Advisors’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 		$2.2M Buy
1,058
+242
+30% +$485K 0.02% 367
2026
Q1 		$1.54M Buy
816
+14
+2% +$28.1K 0.01% 418
2025
Q4 		$1.72M Sell
802
-20
-2% -$37.7K 0.02% 355
2025
Q3 		$1.47M Sell
822
-211
-20% -$416K 0.02% 370
2025
Q2 		$2.02M Hold
1,033
– – 0.03% 317
2025
Q1 		$1.92M Sell
1,033
-12
-1% -$24.4K 0.03% 306
2024
Q4 		$2.21M Hold
1,045
– – 0.03% 280
2024
Q3 		$1.92M Hold
1,045
– – 0.03% 304
2024
Q2 		$1.76M Buy
+1,045
New +$1.75M 0.03% 292
2023
Q3 		– Sell
-37
Closed -$47.5K – 1491
2023
Q2 		$47.5K Buy
37
+13
+54% +$15K ﹤0.01% 732
2023
Q1 		$23.4K Sell
24
-8
-25% -$5.94K ﹤0.01% 818
2022
Q4 		$24.3K Hold
32
– – ﹤0.01% 764
2022
Q3 		$26K Hold
32
– – ﹤0.01% 726
2022
Q2 		$21K Hold
32
– – ﹤0.01% 789
2022
Q1 		$21K Buy
+32
New +$24.9K ﹤0.01% 858
2021
Q4 		– Sell
-1
Closed -$1K – 1330
2021
Q3 		$1K Hold
1
– – ﹤0.01% 1202
2021
Q2 		$1K Hold
1
– – ﹤0.01% 1145
2021
Q1 		$1K Buy
+1
New +$724 ﹤0.01% 1022

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 $3.37T AUM 44.26% 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

Clearstead Advisors's FCNCA Position: Q2 2026 in Review

Clearstead Advisors increased its First Citizens BancShares (FCNCA) stake by 30% in Q2 2026, buying an estimated $485K and bringing the position to 1,058 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #367.

Clearstead Advisors first reported a position in FCNCA in Q1 2021 and has held it in 18 quarters since. The position peaked at $2.21M in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Clearstead Advisors held 1,058 shares of First Citizens BancShares worth $2.2M as of Q2 2026.
  • Clearstead Advisors bought 242 First Citizens BancShares shares in Q2 2026, an estimated $485K.
  • First Citizens BancShares made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #367 holding.
  • Clearstead Advisors first reported a position in First Citizens BancShares in Q1 2021 and has held it in 18 quarters since.
  • Clearstead Advisors's First Citizens BancShares position peaked at $2.21M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.