HW
FCNCA icon

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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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 $1.56T 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

Hedeker Wealth's FCNCA Position: Q1 2026 in Review

Hedeker Wealth reduced its First Citizens BancShares (FCNCA) stake by 31% in Q1 2026, selling an estimated $213K and leaving 234 shares worth $441K. The position accounts for 0.09% of the portfolio, ranked #77.

Hedeker Wealth first reported a position in FCNCA in Q3 2024 and has held it in 7 quarters since. The position peaked at $818K in Q3 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Hedeker Wealth held 234 shares of First Citizens BancShares worth $441K as of Q1 2026.
  • Hedeker Wealth sold 106 First Citizens BancShares shares in Q1 2026, an estimated $213K.
  • First Citizens BancShares made up 0.09% of Hedeker Wealth's portfolio in Q1 2026, its #77 holding.
  • Hedeker Wealth first reported a position in First Citizens BancShares in Q3 2024 and has held it in 7 quarters since.
  • Hedeker Wealth's First Citizens BancShares position peaked at $818K in Q3 2025.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Hedeker Wealth's 13F filing for Q1 2026, filed 11 May 2026.