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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
Q2 		$14.6K Hold
7
– – ﹤0.01% 499
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

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

JPL Wealth Management's FCNCA Position: Q2 2026 in Review

JPL Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 7 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #499.

JPL Wealth Management first reported a position in FCNCA in Q3 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • JPL Wealth Management held 7 shares of First Citizens BancShares worth $14.6K as of Q2 2026.
  • JPL Wealth Management left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #499 holding.
  • JPL Wealth Management first reported a position in First Citizens BancShares in Q3 2025 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.