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JPL Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

JPL 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
Q1 		$13.2K Buy
+7
New +$14K ﹤0.01% 474
2025
Q4 		– Sell
-7
Closed -$12.5K – 452
2025
Q3 		$12.5K Buy
+7
New +$13.8K ﹤0.01% 496

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JPL Wealth Management's FCNCA Position: Q1 2026 in Review

JPL Wealth Management opened a new position in First Citizens BancShares (FCNCA) in Q1 2026: 7 shares worth $13.2K. The stake represents ﹤0.01% of the portfolio and ranks #474 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in FCNCA as recently as Q3 2025.

JPL Wealth Management first reported a position in FCNCA in Q3 2025 and has held it in 2 quarters since. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • JPL Wealth Management held 7 shares of First Citizens BancShares worth $13.2K as of Q1 2026.
  • First Citizens BancShares was a new JPL Wealth Management position in Q1 2026.
  • First Citizens BancShares made up ﹤0.01% of JPL Wealth Management's portfolio in Q1 2026, its #474 holding.
  • JPL Wealth Management first reported a position in First Citizens BancShares in Q3 2025 and has held it in 2 quarters since.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.