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 Q2	$2.59M	Hold	1,244	–	–	0.15%	95
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

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

Guardian Wealth Advisors (North Carolina)'s FCNCA Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 1,244 shares worth $2.59M. The position accounts for 0.15% of the portfolio, ranked #95.

Guardian Wealth Advisors (North Carolina) first reported a position in FCNCA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.67M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 1,244 shares of First Citizens BancShares worth $2.59M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.15% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #95 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in First Citizens BancShares in Q2 2023 and has held it in 13 quarters since.
Guardian Wealth Advisors (North Carolina)'s First Citizens BancShares position peaked at $2.67M in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.