Founders Financial Alliance’s First Citizens BancShares FCNCA Stock Holding History

Founders Financial Alliance’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	$2.67M	Hold	1,283	–	–	0.35%	67
2026 Q1	$2.42M	Hold	1,283	–	–	0.44%	49
2025 Q4	$2.75M	Sell	1,283 -249	-16%	-$469K	0.52%	43
2025 Q3	$2.74M	Buy	1,532 +1,270	+485%	+$2.5M	0.52%	44
2025 Q2	$513K	Hold	262	–	–	0.12%	170
2025 Q1	$486K	Buy	262 +150	+134%	+$306K	0.12%	178
2024 Q4	$237K	Hold	112	–	–	0.07%	254
2024 Q3	$206K	Buy	+112	New	+$214K	0.06%	281
2020 Q4	–	Sell	-112	Closed	-$44K	–	709
2020 Q3	$44K	Buy	+112	New	+$43.2K	0.03%	408

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

Founders Financial Alliance's FCNCA Position: Q2 2026 in Review

Founders Financial Alliance held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 1,283 shares worth $2.67M. The position accounts for 0.35% of the portfolio, ranked #67.

Founders Financial Alliance first reported a position in FCNCA in Q3 2020 and has held it in 9 quarters since. The position peaked at $2.75M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Founders Financial Alliance held 1,283 shares of First Citizens BancShares worth $2.67M as of Q2 2026.
Founders Financial Alliance left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.35% of Founders Financial Alliance's portfolio in Q2 2026, its #67 holding.
Founders Financial Alliance first reported a position in First Citizens BancShares in Q3 2020 and has held it in 9 quarters since.
Founders Financial Alliance's First Citizens BancShares position peaked at $2.75M in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.