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 Q3	$18.5K	Hold	9	–	–	﹤0.01%	1825
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	+$30.8K	﹤0.01%	1160

Other funds holding FCNCA

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Sheets Smith Wealth Management Winston-Salem, North Carolina $958M AUM 21.88% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return

CoreCap Advisors's FCNCA Position: Q3 2026 in Review

CoreCap Advisors held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 9 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

CoreCap Advisors first reported a position in FCNCA in Q4 2021 and has held it in 8 quarters since. The position peaked at $31K in Q4 2021. 129 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

CoreCap Advisors held 9 shares of First Citizens BancShares worth $18.5K as of Q3 2026.
CoreCap Advisors left its First Citizens BancShares share count unchanged in Q3 2026.
First Citizens BancShares made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1825 holding.
CoreCap Advisors first reported a position in First Citizens BancShares in Q4 2021 and has held it in 8 quarters since.
CoreCap Advisors's First Citizens BancShares position peaked at $31K in Q4 2021.
129 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.