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EP Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

EP Wealth Advisors’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 		$2.51M Buy
1,207
+33
+3% +$66.2K 0.01% 528
2026
Q1 		$2.21M Sell
1,174
-37
-3% -$74.3K 0.01% 458
2025
Q4 		$2.6M Buy
+1,211
New +$2.28M 0.01% 392
2025
Q2 		$2.49M Buy
1,274
+34
+3% +$61.7K 0.02% 372
2025
Q1 		$2.3M Buy
1,240
+27
+2% +$55K 0.02% 345
2024
Q4 		$2.56M Buy
1,213
+3
+0.2% +$6.29K 0.02% 320
2024
Q3 		$2.23M Buy
+1,210
New +$2.31M 0.02% 338

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

EP Wealth Advisors's FCNCA Position: Q2 2026 in Review

EP Wealth Advisors increased its First Citizens BancShares (FCNCA) stake by 2.8% in Q2 2026, buying an estimated $66.2K and bringing the position to 1,207 shares worth $2.51M. The position accounts for 0.01% of the portfolio, ranked #528.

EP Wealth Advisors first reported a position in FCNCA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.6M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • EP Wealth Advisors held 1,207 shares of First Citizens BancShares worth $2.51M as of Q2 2026.
  • EP Wealth Advisors bought 33 First Citizens BancShares shares in Q2 2026, an estimated $66.2K.
  • First Citizens BancShares made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #528 holding.
  • EP Wealth Advisors first reported a position in First Citizens BancShares in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's First Citizens BancShares position peaked at $2.6M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.