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Keating Financial Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Keating Financial Advisory Services’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 Buy
10
+3
+43% +$6.02K ﹤0.01% 984
2026
Q1 		$13.2K Sell
7
-1
-13% -$2.01K ﹤0.01% 1037
2025
Q4 		$17.2K Buy
+8
New +$15.1K ﹤0.01% 941

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 $3.38T AUM 44.17% 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

Keating Financial Advisory Services's FCNCA Position: Q2 2026 in Review

Keating Financial Advisory Services increased its First Citizens BancShares (FCNCA) stake by 43% in Q2 2026, buying an estimated $6.02K and bringing the position to 10 shares worth $20.8K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Keating Financial Advisory Services first reported a position in FCNCA in Q4 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Keating Financial Advisory Services held 10 shares of First Citizens BancShares worth $20.8K as of Q2 2026.
  • Keating Financial Advisory Services bought 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
  • First Citizens BancShares made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #984 holding.
  • Keating Financial Advisory Services first reported a position in First Citizens BancShares in Q4 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 Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.