Corient Private Wealth
FCNCA icon

Corient Private Wealth’s First Citizens BancShares FCNCA Stock Holding History

Corient Private Wealth’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 		$1.92M Sell
921
-533
-37% -$1.07M ﹤0.01% 1422
2026
Q1 		$2.52M Sell
1,454
-8
-0.5% -$16.1K ﹤0.01% 1142
2025
Q4 		$3.14M Buy
1,462
+247
+20% +$466K ﹤0.01% 948
2025
Q3 		$2.17M Buy
1,215
+178
+17% +$351K ﹤0.01% 1025
2025
Q2 		$2.03M Sell
1,037
-6
-0.6% -$10.9K ﹤0.01% 1035
2025
Q1 		$1.93M Sell
1,043
-228
-18% -$464K ﹤0.01% 994
2024
Q4 		$2.69M Sell
1,271
-306
-19% -$641K ﹤0.01% 891
2024
Q3 		$2.9M Sell
1,577
-96
-6% -$183K ﹤0.01% 938
2024
Q2 		$2.82M Buy
1,673
+15
+0.9% +$25.1K ﹤0.01% 891
2024
Q1 		$2.71M Sell
1,658
-17
-1% -$25.6K ﹤0.01% 893
2023
Q4 		$2.38M Buy
1,675
+89
+6% +$125K ﹤0.01% 929
2023
Q3 		$2.19M Buy
1,586
+110
+7% +$151K 0.01% 876
2023
Q2 		$1.89M Buy
1,476
+51
+4% +$59K ﹤0.01% 918
2023
Q1 		$1.39M Buy
1,425
+337
+31% +$250K ﹤0.01% 968
2022
Q4 		$825K Buy
+1,088
New +$876K ﹤0.01% 972

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

Corient Private Wealth's FCNCA Position: Q2 2026 in Review

Corient Private Wealth reduced its First Citizens BancShares (FCNCA) stake by 37% in Q2 2026, selling an estimated $1.07M and leaving 921 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1422.

Corient Private Wealth first reported a position in FCNCA in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.14M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Corient Private Wealth held 921 shares of First Citizens BancShares worth $1.92M as of Q2 2026.
  • Corient Private Wealth sold 533 First Citizens BancShares shares in Q2 2026, an estimated $1.07M.
  • First Citizens BancShares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1422 holding.
  • Corient Private Wealth first reported a position in First Citizens BancShares in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's First Citizens BancShares position peaked at $3.14M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.