Golden State Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Golden State Wealth Management’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	$100K	Sell	48 -3	-6%	-$6.02K	0.01%	573
2026 Q1	$96.3K	Hold	51	–	–	0.01%	530
2025 Q4	$110K	Buy	51 +48	+1,600%	+$90.5K	0.01%	504
2025 Q3	$5.37K	Hold	3	–	–	﹤0.01%	1240
2025 Q2	$5.87K	Sell	3 -2	-40%	-$3.63K	﹤0.01%	1195
2025 Q1	$9.27K	Hold	5	–	–	﹤0.01%	1012
2024 Q4	$10.6K	Buy	+5	New	+$10.5K	﹤0.01%	951

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

Golden State Wealth Management's FCNCA Position: Q2 2026 in Review

Golden State Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 5.9% in Q2 2026, selling an estimated $6.02K and leaving 48 shares worth $100K. The position accounts for 0.01% of the portfolio, ranked #573.

Golden State Wealth Management first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $110K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Golden State Wealth Management held 48 shares of First Citizens BancShares worth $100K as of Q2 2026.
Golden State Wealth Management sold 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
First Citizens BancShares made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #573 holding.
Golden State Wealth Management first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
Golden State Wealth Management's First Citizens BancShares position peaked at $110K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.