Colonial Trust Advisors’s First Citizens BancShares FCNCA Stock Holding History

Colonial Trust 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	$416K	Hold	200	–	–	0.03%	160
2026 Q1	$377K	Hold	200	–	–	0.03%	156
2025 Q4	$429K	Hold	200	–	–	0.03%	155
2025 Q3	$358K	Hold	200	–	–	0.03%	164
2025 Q2	$391K	Hold	200	–	–	0.03%	159
2025 Q1	$371K	Hold	200	–	–	0.03%	153
2024 Q4	$423K	Hold	200	–	–	0.04%	152
2024 Q3	$368K	Hold	200	–	–	0.03%	160
2024 Q2	$337K	Hold	200	–	–	0.03%	148
2024 Q1	$327K	Hold	200	–	–	0.03%	152
2023 Q4	$284K	Hold	200	–	–	0.03%	160
2023 Q3	$276K	Hold	200	–	–	0.03%	165
2023 Q2	$257K	Hold	200	–	–	0.03%	172
2023 Q1	$195K	Hold	200	–	–	0.02%	191
2022 Q4	$152K	Hold	200	–	–	0.02%	217
2022 Q3	$159K	Buy	+200	New	+$156K	0.02%	201
2022 Q1	–	Sell	-300	Closed	-$249K	–	183
2021 Q4	$249K	Hold	300	–	–	0.03%	169
2021 Q3	$253K	Hold	300	–	–	0.03%	169
2021 Q2	$250K	Hold	300	–	–	0.03%	171
2021 Q1	$251K	Buy	+300	New	+$217K	0.03%	168

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Colonial Trust Advisors's FCNCA Position: Q2 2026 in Review

Colonial Trust Advisors held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 200 shares worth $416K. The position accounts for 0.03% of the portfolio, ranked #160.

Colonial Trust Advisors first reported a position in FCNCA in Q1 2021 and has held it in 20 quarters since. The position peaked at $429K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Colonial Trust Advisors held 200 shares of First Citizens BancShares worth $416K as of Q2 2026.
Colonial Trust Advisors left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.03% of Colonial Trust Advisors's portfolio in Q2 2026, its #160 holding.
Colonial Trust Advisors first reported a position in First Citizens BancShares in Q1 2021 and has held it in 20 quarters since.
Colonial Trust Advisors's First Citizens BancShares position peaked at $429K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Colonial Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.