Focus Partners Wealth
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Focus Partners Wealth’s First Citizens BancShares FCNCA Stock Holding History

Focus Partners Wealth’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
-181
Closed -$389K – 2715
2025
Q4 		$389K Buy
+181
New +$341K ﹤0.01% 2071
2025
Q3 		– Sell
-213
Closed -$417K – 2243
2025
Q2 		$417K Sell
213
-28
-12% -$50.8K ﹤0.01% 1532
2025
Q1 		$447K Buy
241
+2
+0.8% +$4.07K ﹤0.01% 1394
2024
Q4 		$505K Buy
239
+84
+54% +$176K ﹤0.01% 1318
2024
Q3 		$285K Buy
+155
New +$296K ﹤0.01% 1346

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Focus Partners Wealth's FCNCA Position: Q1 2026 in Review

Focus Partners Wealth sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 181 shares — an estimated $389K sold.

Focus Partners Wealth first reported a position in FCNCA in Q3 2024 and held it in 5 quarters. The position peaked at $505K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Focus Partners Wealth reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Wealth sold 181 First Citizens BancShares shares in Q1 2026, an estimated $389K.
  • Focus Partners Wealth first reported a position in First Citizens BancShares in Q3 2024 and held it in 5 quarters.
  • Focus Partners Wealth's First Citizens BancShares position peaked at $505K in Q4 2024.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.