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 Q3	$484K	Buy	235 +7	+3%	+$15.1K	0.09%	77
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Check Capital Management Costa Mesa, California $3.7B AUM 3.56% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

Hedeker Wealth's FCNCA Position: Q3 2026 in Review

Hedeker Wealth increased its First Citizens BancShares (FCNCA) stake by 3.1% in Q3 2026, buying an estimated $15.1K and bringing the position to 235 shares worth $484K. 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 9 quarters since. The position peaked at $818K in Q3 2025. 355 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Hedeker Wealth held 235 shares of First Citizens BancShares worth $484K as of Q3 2026.
Hedeker Wealth bought 7 First Citizens BancShares shares in Q3 2026, an estimated $15.1K.
First Citizens BancShares made up 0.09% of Hedeker Wealth's portfolio in Q3 2026, its #77 holding.
Hedeker Wealth first reported a position in First Citizens BancShares in Q3 2024 and has held it in 9 quarters since.
Hedeker Wealth's First Citizens BancShares position peaked at $818K in Q3 2025.
355 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Hedeker Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.