IFP Advisors’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $337K | Buy |
162
+2
| +1% | +$4.01K | 0.01% | 1229 |
|
|
2026
Q1 | $302K | Sell |
160
-1
| -0.6% | -$2.01K | 0.01% | 1194 |
|
|
2025
Q4 | $346K | Sell |
161
-1
| -0.6% | -$1.89K | 0.01% | 1091 |
|
|
2025
Q3 | $290K | Buy |
162
+33
| +26% | +$65.1K | 0.01% | 1112 |
|
|
2025
Q2 | $393K | Sell |
129
-31
| -19% | -$56.2K | 0.01% | 937 |
|
|
2025
Q1 | $300K | Hold |
160
| – | – | 0.01% | 985 |
|
|
2024
Q4 | $342K | Hold |
160
| – | – | 0.01% | 892 |
|
|
2024
Q3 | $295K | Sell |
160
-120
| -43% | -$229K | 0.01% | 910 |
|
|
2024
Q2 | $471K | Sell |
280
-19
| -6% | -$31.8K | 0.02% | 677 |
|
|
2024
Q1 | $489K | Buy |
299
+104
| +53% | +$156K | 0.02% | 616 |
|
|
2023
Q4 | $277K | Buy |
195
+40
| +26% | +$56.2K | 0.01% | 807 |
|
|
2023
Q3 | $214K | Sell |
155
-6
| -4% | -$8.25K | 0.01% | 933 |
|
|
2023
Q2 | $209K | Sell |
161
-10
| -6% | -$11.6K | 0.01% | 997 |
|
|
2023
Q1 | $75.9K | Sell |
171
-7
| -4% | -$5.2K | ﹤0.01% | 1390 |
|
|
2022
Q4 | $81K | Sell |
178
-62
| -26% | -$49.9K | ﹤0.01% | 1883 |
|
|
2022
Q3 | $111K | Buy |
240
+2
| +0.8% | +$1.56K | ﹤0.01% | 1783 |
|
|
2022
Q2 | $110K | Hold |
238
| – | – | ﹤0.01% | 1625 |
|
|
2022
Q1 | $110K | Buy |
238
+73
| +44% | +$56.8K | ﹤0.01% | 1625 |
|
|
2021
Q4 | $137K | Hold |
165
| – | – | ﹤0.01% | 1131 |
|
|
2021
Q3 | $139K | Hold |
165
| – | – | ﹤0.01% | 1136 |
|
|
2021
Q2 | $137K | Sell |
165
-35
| -18% | -$29.8K | ﹤0.01% | 1085 |
|
|
2021
Q1 | $167K | Sell |
200
-100
| -33% | -$72.4K | ﹤0.01% | 930 |
|
|
2020
Q4 | $172K | Sell |
300
-275
| -48% | -$139K | 0.01% | 868 |
|
|
2020
Q3 | $184K | Hold |
575
| – | – | 0.01% | 737 |
|
|
2020
Q2 | $227K | Sell |
575
-100
| -15% | -$36.6K | 0.02% | 617 |
|
|
2020
Q1 | $229K | Buy |
+675
| New | +$313K | 0.02% | 533 |
|
|
2017
Q4 | – | Sell |
-6
| Closed | -$2K | – | 3894 |
|
|
2017
Q3 | $2K | Hold |
6
| – | – | ﹤0.01% | 3734 |
|
|
2017
Q2 | $2K | Hold |
6
| – | – | ﹤0.01% | 3719 |
|
|
2017
Q1 | $2K | Buy |
6
+1
| +20% | +$355 | ﹤0.01% | 3640 |
|
|
2016
Q4 | $2K | Hold |
5
| – | – | ﹤0.01% | 3632 |
|
|
2016
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 3715 |
|
|
2016
Q2 | $1K | Buy |
+5
| New | +$1.26K | ﹤0.01% | 3608 |
|
|
2016
Q1 | – | Sell |
-5
| Closed | -$1K | – | 2704 |
|
|
2015
Q4 | $1K | Buy |
+5
| New | +$1.24K | ﹤0.01% | 3510 |
|
Other funds holding FCNCA
IFP Advisors's FCNCA Position: Q2 2026 in Review
IFP Advisors increased its First Citizens BancShares (FCNCA) stake by 1.3% in Q2 2026, buying an estimated $4.01K and bringing the position to 162 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #1229.
IFP Advisors first reported a position in FCNCA in Q4 2015 and has held it in 33 quarters since. The position peaked at $489K in Q1 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.
- IFP Advisors held 162 shares of First Citizens BancShares worth $337K as of Q2 2026.
- IFP Advisors bought 2 First Citizens BancShares shares in Q2 2026, an estimated $4.01K.
- First Citizens BancShares made up 0.01% of IFP Advisors's portfolio in Q2 2026, its #1229 holding.
- IFP Advisors first reported a position in First Citizens BancShares in Q4 2015 and has held it in 33 quarters since.
- IFP Advisors's First Citizens BancShares position peaked at $489K in Q1 2024.
- 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.