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 Q2	$478K	Buy	230 +26	+13%	+$52.1K	0.02%	210
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

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

Greenwich Wealth Management's FCNCA Position: Q2 2026 in Review

Greenwich Wealth Management increased its First Citizens BancShares (FCNCA) stake by 13% in Q2 2026, buying an estimated $52.1K and bringing the position to 230 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #210.

Greenwich Wealth Management first reported a position in FCNCA in Q1 2023 and has held it in 14 quarters since. The position peaked at $496K in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Greenwich Wealth Management held 230 shares of First Citizens BancShares worth $478K as of Q2 2026.
Greenwich Wealth Management bought 26 First Citizens BancShares shares in Q2 2026, an estimated $52.1K.
First Citizens BancShares made up 0.02% of Greenwich Wealth Management's portfolio in Q2 2026, its #210 holding.
Greenwich Wealth Management first reported a position in First Citizens BancShares in Q1 2023 and has held it in 14 quarters since.
Greenwich Wealth Management's First Citizens BancShares position peaked at $496K in Q4 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Greenwich Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.