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Independent Advisor Alliance’s First Citizens BancShares FCNCA Stock Holding History

Independent Advisor Alliance’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 		$2.37M Buy
1,137
+6
+0.5% +$12K 0.06% 242
2026
Q1 		$2.13M Sell
1,131
-6
-0.5% -$12K 0.02% 540
2025
Q4 		$2.44M Hold
1,137
– – 0.06% 265
2025
Q3 		$2.03M Buy
1,137
+4
+0.4% +$7.89K 0.05% 290
2025
Q2 		$2.22M Sell
1,133
-11
-1% -$20K 0.06% 257
2025
Q1 		$2.12M Sell
1,144
-14
-1% -$28.5K 0.07% 245
2024
Q4 		$2.45M Buy
1,158
+68
+6% +$142K 0.03% 456
2024
Q3 		$2.01M Buy
1,090
+1
+0.1% +$1.91K 0.07% 222
2024
Q2 		$1.83M Buy
1,089
+2
+0.2% +$3.35K 0.06% 234
2024
Q1 		$1.78M Buy
1,087
+8
+0.7% +$12K 0.06% 233
2023
Q4 		$1.53M Sell
1,079
-138
-11% -$194K 0.06% 247
2023
Q3 		$1.68M Hold
1,217
– – 0.08% 214
2023
Q2 		$1.56M Sell
1,217
-11
-0.9% -$12.7K 0.07% 237
2023
Q1 		$1.19M Buy
+1,228
New +$912K 0.06% 266
2022
Q4 		– Sell
-1,220
Closed -$973K – 495
2022
Q3 		$973K Sell
1,220
-11
-0.9% -$8.59K 0.06% 267
2022
Q2 		$805K Hold
1,231
– – 0.04% 301
2022
Q1 		$819K Buy
1,231
+21
+2% +$16.4K 0.04% 311
2021
Q4 		$1M Hold
1,210
– – 0.05% 276
2021
Q3 		$1.02M Hold
1,210
– – 0.06% 264
2021
Q2 		$1.01M Hold
1,210
– – 0.06% 279
2021
Q1 		$1.01M Hold
1,210
– – 0.06% 259
2020
Q4 		$695K Buy
+1,210
New +$610K 0.05% 283
2017
Q4 		– Sell
-711
Closed -$271K – 329
2017
Q3 		$271K Sell
711
-60
-8% -$21.5K 0.07% 222
2017
Q2 		$295K Sell
771
-160
-17% -$55.3K 0.09% 186
2017
Q1 		$305K Sell
931
-50
-5% -$17.7K 0.05% 300
2016
Q4 		$353K Buy
+981
New +$320K 0.15% 131

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

Independent Advisor Alliance's FCNCA Position: Q2 2026 in Review

Independent Advisor Alliance increased its First Citizens BancShares (FCNCA) stake by 0.53% in Q2 2026, buying an estimated $12K and bringing the position to 1,137 shares worth $2.37M. The position accounts for 0.06% of the portfolio, ranked #242.

Independent Advisor Alliance first reported a position in FCNCA in Q4 2016 and has held it in 26 quarters since. The position peaked at $2.45M in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Independent Advisor Alliance held 1,137 shares of First Citizens BancShares worth $2.37M as of Q2 2026.
  • Independent Advisor Alliance bought 6 First Citizens BancShares shares in Q2 2026, an estimated $12K.
  • First Citizens BancShares made up 0.06% of Independent Advisor Alliance's portfolio in Q2 2026, its #242 holding.
  • Independent Advisor Alliance first reported a position in First Citizens BancShares in Q4 2016 and has held it in 26 quarters since.
  • Independent Advisor Alliance's First Citizens BancShares position peaked at $2.45M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.