Envestnet Portfolio Solutions’s First Citizens BancShares FCNCA Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-1,021	Closed	-$1.92M	–	1394
2026 Q1	$1.92M	Buy	+1,021	New	+$2.05M	0.01%	468
2025 Q2	–	Sell	-108	Closed	-$201K	–	1563
2025 Q1	$201K	Sell	108 -127	-54%	-$259K	﹤0.01%	1506
2024 Q4	$496K	Buy	235 +73	+45%	+$153K	﹤0.01%	1244
2024 Q3	$299K	Buy	162 +20	+14%	+$38.2K	﹤0.01%	1454
2024 Q2	$239K	Sell	142 -41	-22%	-$68.6K	﹤0.01%	1503
2024 Q1	$299K	Buy	183 +22	+14%	+$33.1K	﹤0.01%	1356
2023 Q4	$229K	Buy	161 +7	+5%	+$9.83K	﹤0.01%	1437
2023 Q3	$213K	Buy	+154	New	+$212K	﹤0.01%	1410

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Envestnet Portfolio Solutions's FCNCA Position: Q2 2026 in Review

Envestnet Portfolio Solutions sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 1,021 shares — an estimated $1.92M sold.

Envestnet Portfolio Solutions first reported a position in FCNCA in Q3 2023 and held it in 8 quarters. The position peaked at $1.92M in Q1 2026. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Envestnet Portfolio Solutions reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,021 First Citizens BancShares shares in Q2 2026, an estimated $1.92M.
Envestnet Portfolio Solutions first reported a position in First Citizens BancShares in Q3 2023 and held it in 8 quarters.
Envestnet Portfolio Solutions's First Citizens BancShares position peaked at $1.92M in Q1 2026.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.