CoreCap Advisors’s First Citizens BancShares FCNCA Stock Holding History

CoreCap 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	$18.7K	Hold	9	–	–	﹤0.01%	1826
2026 Q1	$17K	Hold	9	–	–	﹤0.01%	1735
2025 Q4	$19.3K	Buy	+9	New	+$17K	﹤0.01%	1694
2024 Q2	–	Sell	-13	Closed	-$21.3K	–	1907
2024 Q1	$21.3K	Buy	+13	New	+$19.6K	﹤0.01%	1457
2022 Q4	$17.4K	Buy	+23	New	+$18.5K	﹤0.01%	1346
2022 Q3	–	Sell	-37	Closed	-$24K	–	1030
2022 Q2	$24K	Buy	+37	New	+$24.1K	﹤0.01%	1177
2022 Q1	–	Sell	-37	Closed	-$31K	–	1035
2021 Q4	$31K	Buy	+37	New	+$30.9K	﹤0.01%	1160

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

CoreCap Advisors's FCNCA Position: Q2 2026 in Review

CoreCap Advisors held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 9 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1826.

CoreCap Advisors first reported a position in FCNCA in Q4 2021 and has held it in 7 quarters since. The position peaked at $31K in Q4 2021. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

CoreCap Advisors held 9 shares of First Citizens BancShares worth $18.7K as of Q2 2026.
CoreCap Advisors left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1826 holding.
CoreCap Advisors first reported a position in First Citizens BancShares in Q4 2021 and has held it in 7 quarters since.
CoreCap Advisors's First Citizens BancShares position peaked at $31K in Q4 2021.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.