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

HB 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 		$1.3M Sell
623
-32
-5% -$64.2K 0.01% 634
2026
Q1 		$1.23M Sell
655
-284
-30% -$570K 0.01% 593
2025
Q4 		$2.02M Hold
939
– – 0.01% 410
2025
Q3 		$1.68M Buy
939
+206
+28% +$406K 0.01% 457
2025
Q2 		$1.43M Sell
733
-170
-19% -$308K 0.01% 453
2025
Q1 		$1.67M Buy
903
+704
+354% +$1.43M 0.01% 420
2024
Q4 		$420K Buy
199
+1
+0.5% +$2.1K ﹤0.01% 680
2024
Q3 		$365K Buy
198
+11
+6% +$21K ﹤0.01% 689
2024
Q2 		$315K Buy
187
+7
+4% +$11.7K ﹤0.01% 698
2024
Q1 		$294K Sell
180
-11
-6% -$16.5K ﹤0.01% 665
2023
Q4 		$271K Buy
191
+14
+8% +$19.7K ﹤0.01% 645
2023
Q3 		$244K Sell
177
-13
-7% -$17.9K ﹤0.01% 635
2023
Q2 		$244K Buy
+190
New +$220K ﹤0.01% 609

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

HB Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 4.9% in Q2 2026, selling an estimated $64.2K and leaving 623 shares worth $1.3M. The position accounts for 0.01% of the portfolio, ranked #634.

HB Wealth Management first reported a position in FCNCA in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.02M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • HB Wealth Management held 623 shares of First Citizens BancShares worth $1.3M as of Q2 2026.
  • HB Wealth Management sold 32 First Citizens BancShares shares in Q2 2026, an estimated $64.2K.
  • First Citizens BancShares made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #634 holding.
  • HB Wealth Management first reported a position in First Citizens BancShares in Q2 2023 and has held it in 13 quarters since.
  • HB Wealth Management's First Citizens BancShares position peaked at $2.02M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.