Financial Security Advisor’s First Citizens BancShares FCNCA Stock Holding History

Financial Security Advisor’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	$1.28M	Hold	615	–	–	0.21%	47
2026 Q1	$1.16M	Buy	615 +1	+0.2%	+$2.01K	0.21%	49
2025 Q4	$1.32M	Buy	614 +1	+0.2%	+$1.89K	0.25%	43
2025 Q3	$1.1M	Hold	613	–	–	0.23%	45
2025 Q2	$1.2M	Buy	613 +1	+0.2%	+$1.81K	0.28%	42
2025 Q1	$1.13M	Buy	612 +1	+0.2%	+$2.04K	0.29%	39
2024 Q4	$1.29M	Hold	611	–	–	0.33%	36
2024 Q3	$1.12M	Buy	611 +1	+0.2%	+$1.91K	0.28%	42
2024 Q2	$1.03M	Hold	610	–	–	0.34%	38
2024 Q1	$997K	Buy	610 +1	+0.2%	+$1.5K	0.35%	40
2023 Q4	$864K	Buy	609 +1	+0.2%	+$1.4K	0.34%	41
2023 Q3	$839K	Buy	+608	New	+$836K	0.39%	38

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

Financial Security Advisor's FCNCA Position: Q2 2026 in Review

Financial Security Advisor held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 615 shares worth $1.28M. The position accounts for 0.21% of the portfolio, ranked #47.

Financial Security Advisor first reported a position in FCNCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.32M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Financial Security Advisor held 615 shares of First Citizens BancShares worth $1.28M as of Q2 2026.
Financial Security Advisor left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.21% of Financial Security Advisor's portfolio in Q2 2026, its #47 holding.
Financial Security Advisor first reported a position in First Citizens BancShares in Q3 2023 and has held it in 12 quarters since.
Financial Security Advisor's First Citizens BancShares position peaked at $1.32M in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Financial Security Advisor's 13F filing for Q2 2026, filed 11 Aug 2026.