Envestnet Asset Management’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
Q2 | $34.9M | Sell |
16,792
-224
| -1% | -$449K | 0.01% | 1069 |
|
|
2026
Q1 | $32.1M | Sell |
17,016
-380
| -2% | -$763K | 0.01% | 1043 |
|
|
2025
Q4 | $37.3M | Buy |
17,396
+451
| +3% | +$850K | 0.01% | 878 |
|
|
2025
Q3 | $30.3M | Buy |
16,945
+342
| +2% | +$674K | 0.01% | 1033 |
|
|
2025
Q2 | $32.5M | Buy |
16,603
+1,977
| +14% | +$3.59M | 0.01% | 960 |
|
|
2025
Q1 | $27.1M | Buy |
14,626
+1,175
| +9% | +$2.39M | 0.01% | 1002 |
|
|
2024
Q4 | $28.4M | Buy |
13,451
+1,675
| +14% | +$3.51M | 0.01% | 980 |
|
|
2024
Q3 | $21.7M | Buy |
11,776
+200
| +2% | +$382K | 0.01% | 1128 |
|
|
2024
Q2 | $19.5M | Sell |
11,576
-1,305
| -10% | -$2.18M | 0.01% | 1143 |
|
|
2024
Q1 | $21.1M | Buy |
12,881
+1,164
| +10% | +$1.75M | 0.01% | 1077 |
|
|
2023
Q4 | $16.6M | Buy |
11,717
+1,412
| +14% | +$1.98M | 0.01% | 1140 |
|
|
2023
Q3 | $14.2M | Buy |
10,305
+3,366
| +49% | +$4.63M | 0.01% | 1164 |
|
|
2023
Q2 | $8.91M | Sell |
6,939
-134,581
| -95% | -$156M | ﹤0.01% | 1364 |
|
|
2023
Q1 | $11.8M | Buy |
141,520
+130,159
| +1,146% | +$96.7M | 0.01% | 1155 |
|
|
2022
Q4 | $8.62M | Sell |
11,361
-2,063
| -15% | -$1.66M | ﹤0.01% | 1280 |
|
|
2022
Q3 | $10.7M | Buy |
13,424
+4,443
| +49% | +$3.47M | 0.01% | 1093 |
|
|
2022
Q2 | $5.87M | Buy |
8,981
+223
| +3% | +$145K | ﹤0.01% | 1437 |
|
|
2022
Q1 | $5.83M | Buy |
8,758
+6,310
| +258% | +$4.91M | ﹤0.01% | 1505 |
|
|
2021
Q4 | $2.03M | Sell |
2,448
-2,838
| -54% | -$2.37M | ﹤0.01% | 2167 |
|
|
2021
Q3 | $4.46M | Buy |
5,286
+3,496
| +195% | +$2.91M | ﹤0.01% | 1623 |
|
|
2021
Q2 | $1.49M | Buy |
1,790
+493
| +38% | +$420K | ﹤0.01% | 2262 |
|
|
2021
Q1 | $1.08M | Buy |
1,297
+470
| +57% | +$340K | ﹤0.01% | 2351 |
|
|
2020
Q4 | $475K | Buy |
+827
| New | +$417K | ﹤0.01% | 2683 |
|
|
2017
Q3 | – | Sell |
-15
| Closed | -$6K | – | 2954 |
|
|
2017
Q2 | $6K | Sell |
15
-87
| -85% | -$30.1K | ﹤0.01% | 2798 |
|
|
2017
Q1 | $34K | Sell |
102
-16
| -14% | -$5.68K | ﹤0.01% | 2541 |
|
|
2016
Q4 | $42K | Buy |
+118
| New | +$38.5K | ﹤0.01% | 2498 |
|
|
2014
Q3 | – | Sell |
-16
| Closed | -$4K | – | 2777 |
|
|
2014
Q2 | $4K | Buy |
+16
| New | +$3.73K | ﹤0.01% | 2351 |
|
|
2014
Q1 | – | Sell |
-20
| Closed | -$4K | – | 2577 |
|
|
2013
Q4 | $4K | Hold |
20
| – | – | ﹤0.01% | 2058 |
|
|
2013
Q3 | $4K | Hold |
20
| – | – | ﹤0.01% | 1983 |
|
|
2013
Q2 | $4K | Buy |
+20
| New | +$3.84K | ﹤0.01% | 1929 |
|
Other funds holding FCNCA
Envestnet Asset Management's FCNCA Position: Q2 2026 in Review
Envestnet Asset Management reduced its First Citizens BancShares (FCNCA) stake by 1.3% in Q2 2026, selling an estimated $449K and leaving 16,792 shares worth $34.9M. The position accounts for 0.01% of the portfolio, ranked #1069.
Envestnet Asset Management first reported a position in FCNCA in Q2 2013 and has held it in 30 quarters since. The position peaked at $37.3M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.
- Envestnet Asset Management held 16,792 shares of First Citizens BancShares worth $34.9M as of Q2 2026.
- Envestnet Asset Management sold 224 First Citizens BancShares shares in Q2 2026, an estimated $449K.
- First Citizens BancShares made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1069 holding.
- Envestnet Asset Management first reported a position in First Citizens BancShares in Q2 2013 and has held it in 30 quarters since.
- Envestnet Asset Management's First Citizens BancShares position peaked at $37.3M in Q4 2025.
- 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.