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Horst & Graben Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Horst & Graben Wealth Management’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
Q2 		$262K Hold
124
– – 0.03% 179
2026
Q1 		$244K Buy
+124
New +$249K 0.03% 180
2025
Q4 		– Sell
-122
Closed -$219K – 182
2025
Q3 		$219K Hold
122
– – 0.03% 171
2025
Q2 		$239K Hold
122
– – 0.04% 152
2025
Q1 		$226K Buy
+122
New +$248K 0.04% 148

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Horst & Graben Wealth Management's FCNCA Position: Q2 2026 in Review

Horst & Graben Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 124 shares worth $262K. The position accounts for 0.03% of the portfolio, ranked #179.

Horst & Graben Wealth Management first reported a position in FCNCA in Q1 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Horst & Graben Wealth Management held 124 shares of First Citizens BancShares worth $262K as of Q2 2026.
  • Horst & Graben Wealth Management left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up 0.03% of Horst & Graben Wealth Management's portfolio in Q2 2026, its #179 holding.
  • Horst & Graben Wealth Management first reported a position in First Citizens BancShares in Q1 2025 and has held it in 5 quarters since.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Horst & Graben Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.