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Estate Planners Group’s First Citizens BancShares FCNCA Stock Holding History

Estate Planners Group’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
Q1 		– Sell
-3
Closed -$6.44K – 177
2025
Q4 		$6.44K Buy
+3
New +$5.66K ﹤0.01% 316

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Estate Planners Group's FCNCA Position: Q1 2026 in Review

Estate Planners Group sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 3 shares — an estimated $6.44K sold.

Estate Planners Group first reported a position in FCNCA in Q4 2025 and held it in 1 quarter. The position peaked at $6.44K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Estate Planners Group reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3 First Citizens BancShares shares in Q1 2026, an estimated $6.44K.
  • Estate Planners Group first reported a position in First Citizens BancShares in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's First Citizens BancShares position peaked at $6.44K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.