Creative Planning’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.63M | Buy |
2,459
+496
| +25% | +$995K | ﹤0.01% | 1266 |
|
|
2025
Q4 | $4.21M | Buy |
1,963
+264
| +16% | +$498K | ﹤0.01% | 1132 |
|
|
2025
Q3 | $3.04M | Buy |
1,699
+106
| +7% | +$209K | ﹤0.01% | 1213 |
|
|
2025
Q2 | $3.12M | Buy |
1,593
+314
| +25% | +$570K | ﹤0.01% | 1007 |
|
|
2025
Q1 | $2.37M | Buy |
1,279
+46
| +4% | +$93.7K | ﹤0.01% | 1078 |
|
|
2024
Q4 | $2.61M | Buy |
1,233
+95
| +8% | +$199K | ﹤0.01% | 977 |
|
|
2024
Q3 | $2.1M | Buy |
1,138
+49
| +4% | +$93.5K | ﹤0.01% | 1030 |
|
|
2024
Q2 | $1.83M | Buy |
1,089
+47
| +5% | +$78.6K | ﹤0.01% | 1034 |
|
|
2024
Q1 | $1.7M | Buy |
1,042
+98
| +10% | +$147K | ﹤0.01% | 1039 |
|
|
2023
Q4 | $1.34M | Buy |
944
+230
| +32% | +$323K | ﹤0.01% | 1094 |
|
|
2023
Q3 | $986K | Buy |
714
+55
| +8% | +$75.6K | ﹤0.01% | 1165 |
|
|
2023
Q2 | $846K | Buy |
659
+232
| +54% | +$268K | ﹤0.01% | 1220 |
|
|
2023
Q1 | $416K | Sell |
427
-170
| -28% | -$126K | ﹤0.01% | 1588 |
|
|
2022
Q4 | $453K | Buy |
597
+91
| +18% | +$73.3K | ﹤0.01% | 1486 |
|
|
2022
Q3 | $404K | Sell |
506
-131
| -21% | -$102K | ﹤0.01% | 1463 |
|
|
2022
Q2 | $417K | Buy |
637
+187
| +42% | +$122K | ﹤0.01% | 1416 |
|
|
2022
Q1 | $299K | Sell |
450
-24
| -5% | -$18.7K | ﹤0.01% | 1647 |
|
|
2021
Q4 | $394K | Sell |
474
-187
| -28% | -$156K | ﹤0.01% | 1444 |
|
|
2021
Q3 | $557K | Sell |
661
-1
| -0.2% | -$831 | ﹤0.01% | 1227 |
|
|
2021
Q2 | $551K | Buy |
662
+21
| +3% | +$17.9K | ﹤0.01% | 1224 |
|
|
2021
Q1 | $535K | Buy |
641
+15
| +2% | +$10.9K | ﹤0.01% | 1393 |
|
|
2020
Q4 | $359K | Buy |
+626
| New | +$316K | ﹤0.01% | 1509 |
|
|
2020
Q3 | – | Sell |
-626
| Closed | -$253K | – | 2188 |
|
|
2020
Q2 | $253K | Hold |
626
| – | – | ﹤0.01% | 1407 |
|
|
2020
Q1 | $208K | Hold |
626
| – | – | ﹤0.01% | 1374 |
|
|
2019
Q4 | $333K | Hold |
626
| – | – | ﹤0.01% | 1345 |
|
|
2019
Q3 | $295K | Hold |
626
| – | – | ﹤0.01% | 1372 |
|
|
2019
Q2 | $282K | Hold |
626
| – | – | ﹤0.01% | 1408 |
|
|
2019
Q1 | $255K | Hold |
626
| – | – | ﹤0.01% | 1430 |
|
|
2018
Q4 | $236K | Hold |
626
| – | – | ﹤0.01% | 1378 |
|
|
2018
Q3 | $283K | Sell |
626
-50
| -7% | -$22K | ﹤0.01% | 1439 |
|
|
2018
Q2 | $272K | Buy |
676
+50
| +8% | +$21.5K | ﹤0.01% | 1425 |
|
|
2018
Q1 | $258K | Hold |
626
| – | – | ﹤0.01% | 1439 |
|
|
2017
Q4 | $252K | Hold |
626
| – | – | ﹤0.01% | 1451 |
|
|
2017
Q3 | $234K | Hold |
626
| – | – | ﹤0.01% | 1485 |
|
|
2017
Q2 | $233K | Hold |
626
| – | – | ﹤0.01% | 1429 |
|
|
2017
Q1 | $210K | Hold |
626
| – | – | ﹤0.01% | 1458 |
|
|
2016
Q4 | $222K | Hold |
626
| – | – | ﹤0.01% | 1361 |
|
|
2016
Q3 | $184K | Hold |
626
| – | – | ﹤0.01% | 1446 |
|
|
2016
Q2 | $162K | Hold |
626
| – | – | ﹤0.01% | 1361 |
|
|
2016
Q1 | $157K | Hold |
626
| – | – | ﹤0.01% | 1345 |
|
|
2015
Q4 | $161K | Hold |
626
| – | – | ﹤0.01% | 1340 |
|
|
2015
Q3 | $141K | Buy |
+626
| New | +$153K | ﹤0.01% | 1383 |
|
|
2015
Q2 | – | Sell |
-626
| Closed | -$162K | – | 1716 |
|
|
2015
Q1 | $162K | Hold |
626
| – | – | ﹤0.01% | 1300 |
|
|
2014
Q4 | $158K | Buy |
626
+67
| +12% | +$16.3K | ﹤0.01% | 1278 |
|
|
2014
Q3 | $121K | Hold |
559
| – | – | ﹤0.01% | 1345 |
|
|
2014
Q2 | $137K | Hold |
559
| – | – | ﹤0.01% | 1241 |
|
|
2014
Q1 | $134K | Hold |
559
| – | – | ﹤0.01% | 1210 |
|
|
2013
Q4 | $124K | Hold |
559
| – | – | ﹤0.01% | 1080 |
|
|
2013
Q3 | $115K | Hold |
559
| – | – | ﹤0.01% | 1035 |
|
|
2013
Q2 | $107K | Buy |
+559
| New | +$107K | ﹤0.01% | 945 |
|
Other funds holding FCNCA
VCM
VPM
Creative Planning's FCNCA Position: Q1 2026 in Review
Creative Planning increased its First Citizens BancShares (FCNCA) stake by 25% in Q1 2026, buying an estimated $995K and bringing the position to 2,459 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #1266.
Creative Planning first reported a position in FCNCA in Q2 2013 and has held it in 50 quarters since. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.
- Creative Planning held 2,459 shares of First Citizens BancShares worth $4.63M as of Q1 2026.
- Creative Planning bought 496 First Citizens BancShares shares in Q1 2026, an estimated $995K.
- First Citizens BancShares made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1266 holding.
- Creative Planning first reported a position in First Citizens BancShares in Q2 2013 and has held it in 50 quarters since.
- 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.