Gradient Investments’s First Citizens BancShares FCNCA Stock Holding History

Gradient Investments’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	$608K	Sell	292 -31	-10%	-$62.2K	0.01%	361
2026 Q1	$609K	Hold	323	–	–	0.01%	339
2025 Q4	$693K	Sell	323 -57	-15%	-$107K	0.01%	264
2025 Q3	$680K	Buy	380 +1	+0.3%	+$1.97K	0.01%	282
2025 Q2	$742K	Hold	379	–	–	0.01%	253
2025 Q1	$703K	Hold	379	–	–	0.01%	212
2024 Q4	$801K	Buy	+379	New	+$794K	0.02%	198
2024 Q3	–	Sell	-31	Closed	-$52.2K	–	637
2024 Q2	$52.2K	Buy	+31	New	+$51.9K	﹤0.01%	491
2024 Q1	–	Sell	-1	Closed	-$1.42K	–	1425
2023 Q4	$1.42K	Hold	1	–	–	﹤0.01%	1329
2023 Q3	$1.38K	Hold	1	–	–	﹤0.01%	1280
2023 Q2	$1.28K	Buy	+1	New	+$1.16K	﹤0.01%	1287

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

Gradient Investments's FCNCA Position: Q2 2026 in Review

Gradient Investments reduced its First Citizens BancShares (FCNCA) stake by 9.6% in Q2 2026, selling an estimated $62.2K and leaving 292 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #361.

Gradient Investments first reported a position in FCNCA in Q2 2023 and has held it in 11 quarters since. The position peaked at $801K in Q4 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Gradient Investments held 292 shares of First Citizens BancShares worth $608K as of Q2 2026.
Gradient Investments sold 31 First Citizens BancShares shares in Q2 2026, an estimated $62.2K.
First Citizens BancShares made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #361 holding.
Gradient Investments first reported a position in First Citizens BancShares in Q2 2023 and has held it in 11 quarters since.
Gradient Investments's First Citizens BancShares position peaked at $801K in Q4 2024.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.