HighTower Advisors
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HighTower Advisors’s First Citizens BancShares FCNCA Stock Holding History

HighTower 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
2026
Q3 		$1.04M Sell
507
-7
-1% -$15.1K ﹤0.01% 2239
2026
Q2 		$1.07M Sell
514
-93
-15% -$186K ﹤0.01% 2203
2026
Q1 		$1.15M Sell
607
-1
-0.2% -$2.01K ﹤0.01% 2092
2025
Q4 		$1.3M Buy
608
+149
+32% +$281K ﹤0.01% 1948
2025
Q3 		$823K Sell
459
-6
-1% -$11.8K ﹤0.01% 2244
2025
Q2 		$911K Buy
465
+2
+0.4% +$3.63K ﹤0.01% 2073
2025
Q1 		$859K Buy
463
+126
+37% +$257K ﹤0.01% 2059
2024
Q4 		$712K Sell
337
-20
-6% -$41.9K ﹤0.01% 2208
2024
Q3 		$664K Sell
357
-107
-23% -$204K ﹤0.01% 2188
2024
Q2 		$780K Buy
464
+14
+3% +$23.4K ﹤0.01% 2002
2024
Q1 		$738K Sell
450
-10
-2% -$15K ﹤0.01% 2004
2023
Q4 		$650K Buy
460
+42
+10% +$59K ﹤0.01% 2138
2023
Q3 		$580K Buy
418
+46
+12% +$63.2K ﹤0.01% 2130
2023
Q2 		$479K Buy
372
+159
+75% +$184K ﹤0.01% 2232
2023
Q1 		$209K Buy
+213
New +$158K ﹤0.01% 2720

Other funds holding FCNCA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

HighTower Advisors's FCNCA Position: Q3 2026 in Review

HighTower Advisors reduced its First Citizens BancShares (FCNCA) stake by 1.4% in Q3 2026, selling an estimated $15.1K and leaving 507 shares worth $1.04M. The position accounts for ﹤0.01% of the portfolio, ranked #2239.

HighTower Advisors first reported a position in FCNCA in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.3M in Q4 2025. 511 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • HighTower Advisors held 507 shares of First Citizens BancShares worth $1.04M as of Q3 2026.
  • HighTower Advisors sold 7 First Citizens BancShares shares in Q3 2026, an estimated $15.1K.
  • First Citizens BancShares made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #2239 holding.
  • HighTower Advisors first reported a position in First Citizens BancShares in Q1 2023 and has held it in 15 quarters since.
  • HighTower Advisors's First Citizens BancShares position peaked at $1.3M in Q4 2025.
  • 511 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.