HT
FCNCA icon

Heritage Trust’s First Citizens BancShares FCNCA Stock Holding History

Heritage Trust’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 		$481K Buy
255
+30
+13% +$60.2K 0.05% 218
2025
Q4 		$483K Sell
225
-44
-16% -$82.9K 0.05% 209
2025
Q3 		$481K Buy
269
+64
+31% +$126K 0.05% 216
2025
Q2 		$401K Buy
205
+15
+8% +$27.2K 0.05% 228
2025
Q1 		$352K Buy
190
+2
+1% +$4.07K 0.04% 243
2024
Q4 		$397K Buy
+188
New +$394K 0.05% 235
2024
Q2 		$256K Buy
152
+10
+7% +$16.7K 0.03% 255
2024
Q1 		$232K Buy
+142
New +$214K 0.03% 267

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

Heritage Trust's FCNCA Position: Q1 2026 in Review

Heritage Trust increased its First Citizens BancShares (FCNCA) stake by 13% in Q1 2026, buying an estimated $60.2K and bringing the position to 255 shares worth $481K. The position accounts for 0.05% of the portfolio, ranked #218.

Heritage Trust first reported a position in FCNCA in Q1 2024 and has held it in 8 quarters since. The position peaked at $483K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Heritage Trust held 255 shares of First Citizens BancShares worth $481K as of Q1 2026.
  • Heritage Trust bought 30 First Citizens BancShares shares in Q1 2026, an estimated $60.2K.
  • First Citizens BancShares made up 0.05% of Heritage Trust's portfolio in Q1 2026, its #218 holding.
  • Heritage Trust first reported a position in First Citizens BancShares in Q1 2024 and has held it in 8 quarters since.
  • Heritage Trust's First Citizens BancShares position peaked at $483K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Heritage Trust's 13F filing for Q1 2026, filed 13 May 2026.