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

EverSource 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 		$93.6K Sell
45
-21
-32% -$42.1K ﹤0.01% 1420
2026
Q1 		$124K Sell
66
-8
-11% -$16.1K ﹤0.01% 1303
2025
Q4 		$159K Sell
74
-8
-10% -$15.1K 0.01% 1067
2025
Q3 		$147K Sell
82
-6
-7% -$11.8K 0.01% 1075
2025
Q2 		$172K Buy
88
+21
+31% +$38.1K 0.01% 925
2025
Q1 		$124K Buy
67
+19
+40% +$38.7K 0.01% 834
2024
Q4 		$101K Sell
48
-21
-30% -$44K 0.01% 892
2024
Q3 		$127K Buy
69
+6
+10% +$11.4K 0.01% 711
2024
Q2 		$132K Sell
63
-4
-6% -$6.69K 0.01% 705
2024
Q1 		$113K Buy
67
+1
+2% +$1.5K 0.01% 671
2023
Q4 		$93.7K Buy
66
+1
+2% +$1.4K 0.01% 665
2023
Q3 		$89.7K Hold
65
– – 0.01% 607
2023
Q2 		$83.4K Sell
65
-51
-44% -$59K 0.01% 645
2023
Q1 		$113K Sell
116
-11
-9% -$8.17K 0.01% 506
2022
Q4 		$96.3K Sell
127
-1
-0.8% -$805 0.01% 520
2022
Q3 		$102K Buy
128
+88
+220% +$68.8K 0.02% 428
2022
Q2 		$26K Hold
40
– – 0.01% 761
2022
Q1 		$27K Buy
+40
New +$31.1K 0.01% 598

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 $3.38T AUM 44.17% 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

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

EverSource Wealth Advisors reduced its First Citizens BancShares (FCNCA) stake by 32% in Q2 2026, selling an estimated $42.1K and leaving 45 shares worth $93.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1420.

EverSource Wealth Advisors first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $172K in Q2 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • EverSource Wealth Advisors held 45 shares of First Citizens BancShares worth $93.6K as of Q2 2026.
  • EverSource Wealth Advisors sold 21 First Citizens BancShares shares in Q2 2026, an estimated $42.1K.
  • First Citizens BancShares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1420 holding.
  • EverSource Wealth Advisors first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
  • EverSource Wealth Advisors's First Citizens BancShares position peaked at $172K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.