Journey Strategic Wealth’s First Citizens BancShares FCNCA Stock Holding History

Journey Strategic Wealth’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 Q1	$319K	Sell	169 -1	-0.6%	-$2.01K	0.01%	513
2025 Q4	$365K	Buy	170 +6	+4%	+$11.3K	0.01%	418
2025 Q3	$293K	Buy	164 +11	+7%	+$21.7K	0.01%	490
2025 Q2	$299K	Buy	153 +11	+8%	+$20K	0.01%	436
2025 Q1	$263K	Sell	142 -2	-1%	-$4.07K	0.01%	374
2024 Q4	$304K	Buy	144 +1	+0.7%	+$2.1K	0.01%	326
2024 Q3	$263K	Buy	143 +2	+1%	+$3.82K	0.01%	375
2024 Q2	$237K	Buy	141 +11	+8%	+$18.4K	0.01%	314
2024 Q1	$213K	Buy	+130	New	+$196K	0.01%	271

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Journey Strategic Wealth's FCNCA Position: Q1 2026 in Review

Journey Strategic Wealth reduced its First Citizens BancShares (FCNCA) stake by 0.59% in Q1 2026, selling an estimated $2.01K and leaving 169 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #513.

Journey Strategic Wealth first reported a position in FCNCA in Q1 2024 and has held it in 9 quarters since. The position peaked at $365K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Journey Strategic Wealth held 169 shares of First Citizens BancShares worth $319K as of Q1 2026.
Journey Strategic Wealth sold 1 First Citizens BancShares share in Q1 2026, an estimated $2.01K.
First Citizens BancShares made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #513 holding.
Journey Strategic Wealth first reported a position in First Citizens BancShares in Q1 2024 and has held it in 9 quarters since.
Journey Strategic Wealth's First Citizens BancShares position peaked at $365K in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.