Kestra Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Kestra 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 Q1	$288K	Sell	153 -81	-35%	-$163K	﹤0.01%	2657
2025 Q4	$502K	Buy	234 +13	+6%	+$24.5K	﹤0.01%	2137
2025 Q3	$395K	Buy	221 +20	+10%	+$39.4K	﹤0.01%	2225
2025 Q2	$393K	Buy	+201	New	+$365K	﹤0.01%	2147
2024 Q3	–	Sell	-285	Closed	-$480K	–	2616
2024 Q2	$480K	Sell	285 -90	-24%	-$151K	﹤0.01%	1798
2024 Q1	$613K	Buy	375 +6	+2%	+$9.02K	﹤0.01%	1538
2023 Q4	$523K	Buy	+369	New	+$518K	﹤0.01%	1504
2023 Q2	–	Sell	-238	Closed	-$232K	–	2129
2023 Q1	$232K	Sell	238 -163	-41%	-$121K	﹤0.01%	1736
2022 Q4	$304K	Buy	401 +77	+24%	+$62K	﹤0.01%	1739
2022 Q3	$258K	Sell	324 -843	-72%	-$659K	﹤0.01%	1693
2022 Q2	$763K	Buy	1,167 +860	+280%	+$561K	0.01%	1104
2022 Q1	$204K	Buy	+307	New	+$239K	﹤0.01%	1841

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

Kestra Advisory Services's FCNCA Position: Q1 2026 in Review

Kestra Advisory Services reduced its First Citizens BancShares (FCNCA) stake by 35% in Q1 2026, selling an estimated $163K and leaving 153 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Kestra Advisory Services first reported a position in FCNCA in Q1 2022 and has held it in 12 quarters since. The position peaked at $763K in Q2 2022. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Kestra Advisory Services held 153 shares of First Citizens BancShares worth $288K as of Q1 2026.
Kestra Advisory Services sold 81 First Citizens BancShares shares in Q1 2026, an estimated $163K.
First Citizens BancShares made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2657 holding.
Kestra Advisory Services first reported a position in First Citizens BancShares in Q1 2022 and has held it in 12 quarters since.
Kestra Advisory Services's First Citizens BancShares position peaked at $763K in Q2 2022.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.