Covestor
FCNCA icon

Covestor’s First Citizens BancShares FCNCA Stock Holding History

Covestor’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 		$67K Buy
32
+2
+7% +$4.3K 0.04% 583
2026
Q2 		$63K Buy
30
+21
+233% +$42.1K 0.04% 658
2026
Q1 		$18K Sell
9
-115
-93% -$231K 0.01% 1150
2025
Q4 		$267K Buy
124
+29
+31% +$54.7K 0.14% 126
2025
Q3 		$170K Sell
95
-10
-10% -$19.7K 0.09% 284
2025
Q2 		$207K Sell
105
-44
-30% -$79.8K 0.12% 168
2025
Q1 		$277K Sell
149
-168
-53% -$342K 0.18% 63
2024
Q4 		$671K Buy
317
+41
+15% +$85.9K 0.42% 20
2024
Q3 		$508K Sell
276
-48
-15% -$91.6K 0.32% 26
2024
Q2 		$546K Buy
324
+109
+51% +$182K 0.35% 21
2024
Q1 		$352K Buy
215
+6
+3% +$9.02K 0.22% 36
2023
Q4 		$297K Buy
209
+20
+11% +$28.1K 0.2% 43
2023
Q3 		$260K Sell
189
-19
-9% -$26.1K 0.2% 57
2023
Q2 		$267K Buy
208
+73
+54% +$84.4K 0.2% 56
2023
Q1 		$132K Buy
135
+43
+47% +$31.9K 0.12% 247
2022
Q4 		$70K Buy
92
+28
+44% +$22.6K 0.06% 585
2022
Q3 		$51K Buy
64
+46
+256% +$35.9K 0.04% 690
2022
Q2 		$12K Buy
18
+4
+29% +$2.61K 0.01% 1140
2022
Q1 		$10K Buy
14
+5
+56% +$3.89K 0.01% 1308
2021
Q4 		$8K Buy
+9
New +$7.5K 0.01% 1093

Other funds holding FCNCA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Covestor's FCNCA Position: Q3 2026 in Review

Covestor increased its First Citizens BancShares (FCNCA) stake by 6.7% in Q3 2026, buying an estimated $4.3K and bringing the position to 32 shares worth $67K. The position accounts for 0.04% of the portfolio, ranked #583.

Covestor first reported a position in FCNCA in Q4 2021 and has held it in 20 quarters since. The position peaked at $671K in Q4 2024. 511 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Covestor held 32 shares of First Citizens BancShares worth $67K as of Q3 2026.
  • Covestor bought 2 First Citizens BancShares shares in Q3 2026, an estimated $4.3K.
  • First Citizens BancShares made up 0.04% of Covestor's portfolio in Q3 2026, its #583 holding.
  • Covestor first reported a position in First Citizens BancShares in Q4 2021 and has held it in 20 quarters since.
  • Covestor's First Citizens BancShares position peaked at $671K in Q4 2024.
  • 511 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.