Colton Groome Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Colton Groome Financial 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	$452K	Hold	217	–	–	0.11%	109
2026 Q1	$409K	Hold	217	–	–	0.12%	95
2025 Q4	$466K	Buy	217 +17	+9%	+$32K	0.13%	85
2025 Q3	$358K	Hold	200	–	–	0.11%	99
2025 Q2	$391K	Hold	200	–	–	0.13%	91
2025 Q1	$356K	Hold	200	–	–	0.14%	90
2024 Q4	$423K	Hold	200	–	–	0.16%	75
2024 Q3	$368K	Hold	200	–	–	0.14%	93
2024 Q2	$337K	Buy	+200	New	+$335K	0.13%	91

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

Colton Groome Financial Advisors's FCNCA Position: Q2 2026 in Review

Colton Groome Financial Advisors held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 217 shares worth $452K. The position accounts for 0.11% of the portfolio, ranked #109.

Colton Groome Financial Advisors first reported a position in FCNCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $466K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Colton Groome Financial Advisors held 217 shares of First Citizens BancShares worth $452K as of Q2 2026.
Colton Groome Financial Advisors left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.11% of Colton Groome Financial Advisors's portfolio in Q2 2026, its #109 holding.
Colton Groome Financial Advisors first reported a position in First Citizens BancShares in Q2 2024 and has held it in 9 quarters since.
Colton Groome Financial Advisors's First Citizens BancShares position peaked at $466K in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.