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

JFS 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
2026
Q2 		$20.8K Hold
10
– – ﹤0.01% 760
2026
Q1 		$18.8K Sell
10
-1
-9% -$2.01K ﹤0.01% 750
2025
Q4 		$23.6K Buy
11
+3
+38% +$5.66K ﹤0.01% 708
2025
Q3 		$14.3K Hold
8
– – ﹤0.01% 781
2025
Q2 		$15.7K Hold
8
– – ﹤0.01% 716
2025
Q1 		$14.8K Hold
8
– – ﹤0.01% 750
2024
Q4 		$16.9K Hold
8
– – ﹤0.01% 685
2024
Q3 		$14.7K Hold
8
– – ﹤0.01% 723
2024
Q2 		$13.5K Hold
8
– – ﹤0.01% 703
2024
Q1 		$13.1K Hold
8
– – ﹤0.01% 734
2023
Q4 		$11.4K Hold
8
– – ﹤0.01% 737
2023
Q3 		$11K Buy
8
+1
+14% +$1.37K ﹤0.01% 694
2023
Q2 		$8.98K Buy
7
+2
+40% +$2.31K ﹤0.01% 762
2023
Q1 		$4.87K Sell
5
-4
-44% -$2.97K ﹤0.01% 999
2022
Q4 		$6.83K Sell
9
-2
-18% -$1.61K ﹤0.01% 866
2022
Q3 		$9K Sell
11
-2
-15% -$1.56K ﹤0.01% 763
2022
Q2 		$8K Buy
13
+6
+86% +$3.91K ﹤0.01% 822
2022
Q1 		$5K Buy
7
+4
+133% +$3.11K ﹤0.01% 1032
2021
Q4 		$2K Buy
+3
New +$2.5K ﹤0.01% 1073
2020
Q2 		– Sell
-2
Closed -$1K – 541
2020
Q1 		$1K Buy
+2
New +$927 ﹤0.01% 468

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

JFS Wealth Advisors's FCNCA Position: Q2 2026 in Review

JFS Wealth Advisors held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 10 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

JFS Wealth Advisors first reported a position in FCNCA in Q1 2020 and has held it in 20 quarters since. The position peaked at $23.6K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • JFS Wealth Advisors held 10 shares of First Citizens BancShares worth $20.8K as of Q2 2026.
  • JFS Wealth Advisors left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #760 holding.
  • JFS Wealth Advisors first reported a position in First Citizens BancShares in Q1 2020 and has held it in 20 quarters since.
  • JFS Wealth Advisors's First Citizens BancShares position peaked at $23.6K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.