GWANC
FCNCA icon

Guardian Wealth Advisors (North Carolina)’s First Citizens BancShares FCNCA Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$2.34M Hold
1,244
– – 0.15% 95
2025
Q4 		$2.67M Sell
1,244
-50
-4% -$94.2K 0.17% 84
2025
Q3 		$2.32M Buy
1,294
+1,115
+623% +$2.2M 0.15% 91
2025
Q2 		$350K Hold
179
– – 0.02% 244
2025
Q1 		$332K Hold
179
– – 0.03% 240
2024
Q4 		$378K Sell
179
-5
-3% -$10.5K 0.03% 223
2024
Q3 		$339K Sell
184
-7
-4% -$13.4K 0.04% 204
2024
Q2 		$322K Hold
191
– – 0.04% 194
2024
Q1 		$312K Hold
191
– – 0.04% 206
2023
Q4 		$271K Hold
191
– – 0.04% 201
2023
Q3 		$264K Hold
191
– – 0.04% 196
2023
Q2 		$245K Buy
+191
New +$221K 0.04% 197

Other funds holding FCNCA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return