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Elevation Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Elevation Wealth Partners’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 		$4.16K Buy
+2
New +$4.01K ﹤0.01% 1061
2026
Q1 		– Sell
-3
Closed -$6.44K – 1099
2025
Q4 		$6.44K Buy
+3
New +$5.66K ﹤0.01% 574

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

Elevation Wealth Partners's FCNCA Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 2 shares worth $4.16K. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Elevation Wealth Partners previously reported a position in FCNCA as recently as Q4 2025.

Elevation Wealth Partners first reported a position in FCNCA in Q4 2025 and has held it in 2 quarters since. The position peaked at $6.44K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Elevation Wealth Partners held 2 shares of First Citizens BancShares worth $4.16K as of Q2 2026.
  • First Citizens BancShares was a new Elevation Wealth Partners position in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1061 holding.
  • Elevation Wealth Partners first reported a position in First Citizens BancShares in Q4 2025 and has held it in 2 quarters since.
  • Elevation Wealth Partners's First Citizens BancShares position peaked at $6.44K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.