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Continuum Advisory’s First Citizens BancShares FCNCA Stock Holding History

Continuum Advisory’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 		$18.7K Buy
+9
New +$18K ﹤0.01% 1065
2025
Q1 		– Sell
-2
Closed -$4.23K – 1769
2024
Q4 		$4.23K Hold
2
– – ﹤0.01% 1182
2024
Q3 		$4.3K Buy
+2
New +$3.82K ﹤0.01% 1196

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

Continuum Advisory's FCNCA Position: Q2 2026 in Review

Continuum Advisory opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 9 shares worth $18.7K. The stake represents ﹤0.01% of the portfolio and ranks #1065 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in FCNCA as recently as Q4 2024.

Continuum Advisory first reported a position in FCNCA in Q3 2024 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Continuum Advisory held 9 shares of First Citizens BancShares worth $18.7K as of Q2 2026.
  • First Citizens BancShares was a new Continuum Advisory position in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1065 holding.
  • Continuum Advisory first reported a position in First Citizens BancShares in Q3 2024 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.