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Hedeker Wealth’s First Citizens BancShares FCNCA Stock Holding History

Hedeker Wealth’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 		$474K Sell
228
-6
-3% -$12K 0.09% 78
2026
Q1 		$441K Sell
234
-106
-31% -$213K 0.09% 77
2025
Q4 		$730K Sell
340
-117
-26% -$221K 0.15% 72
2025
Q3 		$818K Buy
457
+144
+46% +$284K 0.17% 76
2025
Q2 		$612K Buy
313
+49
+19% +$88.9K 0.14% 79
2025
Q1 		$489K Buy
264
+77
+41% +$157K 0.13% 80
2024
Q4 		$395K Buy
187
+31
+20% +$64.9K 0.1% 82
2024
Q3 		$287K Buy
+156
New +$298K 0.08% 80

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 $3.37T AUM 44.26% 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

Hedeker Wealth's FCNCA Position: Q2 2026 in Review

Hedeker Wealth reduced its First Citizens BancShares (FCNCA) stake by 2.6% in Q2 2026, selling an estimated $12K and leaving 228 shares worth $474K. The position accounts for 0.09% of the portfolio, ranked #78.

Hedeker Wealth first reported a position in FCNCA in Q3 2024 and has held it in 8 quarters since. The position peaked at $818K in Q3 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Hedeker Wealth held 228 shares of First Citizens BancShares worth $474K as of Q2 2026.
  • Hedeker Wealth sold 6 First Citizens BancShares shares in Q2 2026, an estimated $12K.
  • First Citizens BancShares made up 0.09% of Hedeker Wealth's portfolio in Q2 2026, its #78 holding.
  • Hedeker Wealth first reported a position in First Citizens BancShares in Q3 2024 and has held it in 8 quarters since.
  • Hedeker Wealth's First Citizens BancShares position peaked at $818K in Q3 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Hedeker Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.