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Kestra Private Wealth Services’s First Citizens BancShares FCNCA Stock Holding History

Kestra Private Wealth 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 		$635K Buy
305
+6
+2% +$12K 0.01% 1122
2026
Q1 		$564K Sell
299
-140
-32% -$281K 0.01% 1136
2025
Q4 		$942K Buy
439
+1
+0.2% +$1.89K 0.01% 835
2025
Q3 		$784K Sell
438
-3
-0.7% -$5.91K 0.01% 891
2025
Q2 		$863K Buy
441
+12
+3% +$21.8K 0.01% 796
2025
Q1 		$795K Buy
429
+20
+5% +$40.7K 0.01% 766
2024
Q4 		$864K Sell
409
-12
-3% -$25.1K 0.01% 696
2024
Q3 		$775K Sell
421
-27
-6% -$51.5K 0.01% 695
2024
Q2 		$754K Hold
448
– – 0.02% 674
2024
Q1 		$732K Sell
448
-3
-0.7% -$4.51K 0.02% 652
2023
Q4 		$640K Buy
451
+1
+0.2% +$1.4K 0.02% 648
2023
Q3 		$621K Sell
450
-4
-0.9% -$5.5K 0.02% 599
2023
Q2 		$583K Sell
454
-171
-27% -$198K 0.02% 587
2023
Q1 		$608K Buy
+625
New +$464K 0.02% 545
2022
Q4 		– Sell
-740
Closed -$590K – 931
2022
Q3 		$590K Buy
+740
New +$578K 0.03% 454

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

Kestra Private Wealth Services's FCNCA Position: Q2 2026 in Review

Kestra Private Wealth Services increased its First Citizens BancShares (FCNCA) stake by 2% in Q2 2026, buying an estimated $12K and bringing the position to 305 shares worth $635K. The position accounts for 0.01% of the portfolio, ranked #1122.

Kestra Private Wealth Services first reported a position in FCNCA in Q3 2022 and has held it in 15 quarters since. The position peaked at $942K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Kestra Private Wealth Services held 305 shares of First Citizens BancShares worth $635K as of Q2 2026.
  • Kestra Private Wealth Services bought 6 First Citizens BancShares shares in Q2 2026, an estimated $12K.
  • First Citizens BancShares made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1122 holding.
  • Kestra Private Wealth Services first reported a position in First Citizens BancShares in Q3 2022 and has held it in 15 quarters since.
  • Kestra Private Wealth Services's First Citizens BancShares position peaked at $942K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.