Corient Private Wealth
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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
Q1 		$2.52M Sell
1,454
-1,439
-50% -$2.89M ﹤0.01% 1142
2025
Q4 		$6.19M Buy
2,893
+1,678
+138% +$3.16M ﹤0.01% 963
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's FCNCA Position: Q1 2026 in Review

Corient Private Wealth reduced its First Citizens BancShares (FCNCA) stake by 50% in Q1 2026, selling an estimated $2.89M and leaving 1,454 shares worth $2.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1142.

Corient Private Wealth first reported a position in FCNCA in Q4 2022 and has held it in 14 quarters since. The position peaked at $6.19M in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Corient Private Wealth held 1,454 shares of First Citizens BancShares worth $2.52M as of Q1 2026.
  • Corient Private Wealth sold 1,439 First Citizens BancShares shares in Q1 2026, an estimated $2.89M.
  • First Citizens BancShares made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1142 holding.
  • Corient Private Wealth first reported a position in First Citizens BancShares in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's First Citizens BancShares position peaked at $6.19M in Q4 2025.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.