Commonwealth Equity Services
FCNCA icon

Commonwealth Equity Services’s First Citizens BancShares FCNCA Stock Holding History

Commonwealth Equity Services’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 		$574K Sell
276
-117
-30% -$235K ﹤0.01% 3199
2026
Q1 		$741K Sell
393
-70
-15% -$140K ﹤0.01% 2870
2025
Q4 		$995K Sell
463
-105
-18% -$198K ﹤0.01% 2581
2025
Q3 		$1.02M Sell
568
-281
-33% -$554K ﹤0.01% 2568
2025
Q2 		$1.66M Buy
849
+30
+4% +$54.4K ﹤0.01% 2142
2025
Q1 		$1.52M Buy
819
+133
+19% +$271K ﹤0.01% 2129
2024
Q4 		$1.45M Sell
686
-42
-6% -$88K ﹤0.01% 2114
2024
Q3 		$1.34M Buy
728
+301
+70% +$574K ﹤0.01% 2101
2024
Q2 		$720K Buy
427
+72
+20% +$120K ﹤0.01% 2530
2024
Q1 		$581K Buy
355
+50
+16% +$75.2K ﹤0.01% 2704
2023
Q4 		$434K Buy
305
+2
+0.7% +$2.81K ﹤0.01% 2844
2023
Q3 		$419K Buy
303
+12
+4% +$16.5K ﹤0.01% 2742
2023
Q2 		$374K Sell
291
-27
-8% -$31.2K ﹤0.01% 2853
2023
Q1 		$310K Sell
318
-21
-6% -$15.6K ﹤0.01% 2943
2022
Q4 		$257K Sell
339
-49
-13% -$39.5K ﹤0.01% 2995
2022
Q3 		$310K Buy
388
+9
+2% +$7.03K ﹤0.01% 2797
2022
Q2 		$248K Buy
379
+20
+6% +$13K ﹤0.01% 3002
2022
Q1 		$239K Buy
+359
New +$280K ﹤0.01% 3162

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

Commonwealth Equity Services's FCNCA Position: Q2 2026 in Review

Commonwealth Equity Services reduced its First Citizens BancShares (FCNCA) stake by 30% in Q2 2026, selling an estimated $235K and leaving 276 shares worth $574K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Commonwealth Equity Services first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.66M in Q2 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Commonwealth Equity Services held 276 shares of First Citizens BancShares worth $574K as of Q2 2026.
  • Commonwealth Equity Services sold 117 First Citizens BancShares shares in Q2 2026, an estimated $235K.
  • First Citizens BancShares made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3199 holding.
  • Commonwealth Equity Services first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
  • Commonwealth Equity Services's First Citizens BancShares position peaked at $1.66M in Q2 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.