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Global Retirement Partners’s First Citizens BancShares FCNCA Stock Holding History

Global Retirement Partners’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 		$22.9K Buy
+11
New +$22.1K ﹤0.01% 2984
2025
Q4 		$15K Buy
7
+1
+17% +$1.89K ﹤0.01% 2993
2025
Q3 		$10.7K Hold
6
– – ﹤0.01% 2673
2025
Q2 		$11.7K Buy
+6
New +$10.9K ﹤0.01% 2536
2024
Q4 		$12.7K Hold
6
– – ﹤0.01% 2302
2024
Q3 		$11K Sell
6
-5
-45% -$9.54K ﹤0.01% 2257
2024
Q2 		$18.5K Buy
11
+3
+38% +$5.02K ﹤0.01% 2026
2024
Q1 		$13.1K Buy
8
+1
+14% +$1.5K ﹤0.01% 1998
2023
Q4 		$9.66K Hold
7
– – ﹤0.01% 2082
2023
Q3 		$9.32K Buy
7
+2
+40% +$2.75K ﹤0.01% 1981
2023
Q2 		$6.42K Hold
5
– – ﹤0.01% 2111
2023
Q1 		$5K Sell
5
-5
-50% -$3.71K ﹤0.01% 2164
2022
Q4 		$7.58K Buy
10
+3
+43% +$2.42K ﹤0.01% 1883
2022
Q3 		$6K Buy
+7
New +$5.47K ﹤0.01% 1855

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

Global Retirement Partners's FCNCA Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 11 shares worth $22.9K. The stake represents ﹤0.01% of the portfolio and ranks #2984 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in FCNCA as recently as Q4 2025.

Global Retirement Partners first reported a position in FCNCA in Q3 2022 and has held it in 14 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Global Retirement Partners held 11 shares of First Citizens BancShares worth $22.9K as of Q2 2026.
  • First Citizens BancShares was a new Global Retirement Partners position in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2984 holding.
  • Global Retirement Partners first reported a position in First Citizens BancShares in Q3 2022 and has held it in 14 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.