Greenwich Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Greenwich 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 Q1	$385K	Sell	204 -14	-6%	-$28.1K	0.02%	220
2025 Q4	$469K	Buy	218 +14	+7%	+$26.4K	0.02%	200
2025 Q3	$365K	Sell	204 -4	-2%	-$7.89K	0.02%	219
2025 Q2	$407K	Sell	208 -22	-10%	-$39.9K	0.02%	193
2025 Q1	$427K	Sell	230 -5	-2%	-$10.2K	0.03%	181
2024 Q4	$496K	Hold	235	–	–	0.04%	166
2024 Q3	$432K	Sell	235 -24	-9%	-$45.8K	0.03%	178
2024 Q2	$436K	Buy	259 +55	+27%	+$92K	0.03%	172
2024 Q1	$334K	Hold	204	–	–	0.03%	186
2023 Q4	$290K	Hold	204	–	–	0.03%	187
2023 Q3	$282K	Sell	204 -2	-1%	-$2.75K	0.03%	184
2023 Q2	$265K	Sell	206 -60	-23%	-$69.4K	0.03%	192
2023 Q1	$259K	Buy	+266	New	+$198K	0.03%	195

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Greenwich Wealth Management's FCNCA Position: Q1 2026 in Review

Greenwich Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 6.4% in Q1 2026, selling an estimated $28.1K and leaving 204 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #220.

Greenwich Wealth Management first reported a position in FCNCA in Q1 2023 and has held it in 13 quarters since. The position peaked at $496K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Greenwich Wealth Management held 204 shares of First Citizens BancShares worth $385K as of Q1 2026.
Greenwich Wealth Management sold 14 First Citizens BancShares shares in Q1 2026, an estimated $28.1K.
First Citizens BancShares made up 0.02% of Greenwich Wealth Management's portfolio in Q1 2026, its #220 holding.
Greenwich Wealth Management first reported a position in First Citizens BancShares in Q1 2023 and has held it in 13 quarters since.
Greenwich Wealth Management's First Citizens BancShares position peaked at $496K in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Greenwich Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.