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HHM Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

HHM Wealth Advisors’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
2025
Q2 		– Sell
-1
Closed -$1.85K – 891
2025
Q1 		$1.85K Hold
1
– – ﹤0.01% 764
2024
Q4 		$2.11K Buy
+1
New +$2.1K ﹤0.01% 746

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

HHM Wealth Advisors's FCNCA Position: Q2 2025 in Review

HHM Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 1 share — an estimated $1.85K sold.

HHM Wealth Advisors first reported a position in FCNCA in Q4 2024 and held it in 2 quarters. The position peaked at $2.11K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • HHM Wealth Advisors reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 1 First Citizens BancShares share in Q2 2025, an estimated $1.85K.
  • HHM Wealth Advisors first reported a position in First Citizens BancShares in Q4 2024 and held it in 2 quarters.
  • HHM Wealth Advisors's First Citizens BancShares position peaked at $2.11K in Q4 2024.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on HHM Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.