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

Exencial 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
Q1 		$654K Sell
347
-29
-8% -$58.2K 0.02% 358
2025
Q4 		$807K Hold
376
– – 0.03% 327
2025
Q3 		$673K Sell
376
-1
-0.3% -$1.97K 0.02% 334
2025
Q2 		$738K Buy
377
+1
+0.3% +$1.81K 0.03% 325
2025
Q1 		$697K Sell
376
-52
-12% -$106K 0.03% 331
2024
Q4 		$904K Buy
428
+5
+1% +$10.5K 0.03% 294
2024
Q3 		$779K Buy
423
+1
+0.2% +$1.91K 0.03% 301
2024
Q2 		$710K Sell
422
-3
-0.7% -$5.02K 0.03% 308
2024
Q1 		$695K Sell
425
-33
-7% -$49.6K 0.03% 315
2023
Q4 		$650K Hold
458
– – 0.03% 311
2023
Q3 		$632K Buy
458
+2
+0.4% +$2.75K 0.03% 270
2023
Q2 		$585K Buy
456
+5
+1% +$5.78K 0.03% 277
2023
Q1 		$439K Sell
451
-103
-19% -$76.5K 0.02% 301
2022
Q4 		$420K Hold
554
– – 0.02% 314
2022
Q3 		$442K Buy
554
+3
+0.5% +$2.34K 0.03% 290
2022
Q2 		$360K Sell
551
-2
-0.4% -$1.3K 0.02% 319
2022
Q1 		$368K Sell
553
-49
-8% -$38.1K 0.02% 325
2021
Q4 		$500K Buy
602
+2
+0.3% +$1.67K 0.02% 310
2021
Q3 		$506K Sell
600
-100
-14% -$83.1K 0.02% 242
2021
Q2 		$583K Buy
700
+50
+8% +$42.6K 0.03% 292
2021
Q1 		$543K Sell
650
-100
-13% -$72.4K 0.03% 268
2020
Q4 		$431K Sell
750
-850
-53% -$429K 0.03% 261
2020
Q3 		$510K Buy
1,600
+800
+100% +$309K 0.03% 253
2020
Q2 		$324K Buy
+800
New +$293K 0.03% 260

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 $3.37T AUM 44.26% 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

Exencial Wealth Advisors's FCNCA Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its First Citizens BancShares (FCNCA) stake by 7.7% in Q1 2026, selling an estimated $58.2K and leaving 347 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #358.

Exencial Wealth Advisors first reported a position in FCNCA in Q2 2020 and has held it in 24 quarters since. The position peaked at $904K in Q4 2024. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Exencial Wealth Advisors held 347 shares of First Citizens BancShares worth $654K as of Q1 2026.
  • Exencial Wealth Advisors sold 29 First Citizens BancShares shares in Q1 2026, an estimated $58.2K.
  • First Citizens BancShares made up 0.02% of Exencial Wealth Advisors's portfolio in Q1 2026, its #358 holding.
  • Exencial Wealth Advisors first reported a position in First Citizens BancShares in Q2 2020 and has held it in 24 quarters since.
  • Exencial Wealth Advisors's First Citizens BancShares position peaked at $904K in Q4 2024.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.