Key Financial Inc’s First Citizens BancShares FCNCA Stock Holding History

Key Financial Inc’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	$10.4K	Hold	5	–	–	﹤0.01%	860
2026 Q1	$9.42K	Hold	5	–	–	﹤0.01%	896
2025 Q4	$10.7K	Sell	5 -4	-44%	-$7.54K	﹤0.01%	870
2025 Q3	$15.8K	Hold	9	–	–	﹤0.01%	766
2025 Q2	$17.6K	Hold	9	–	–	﹤0.01%	717
2025 Q1	$16.7K	Hold	9	–	–	﹤0.01%	705
2024 Q4	$19K	Buy	9 +4	+80%	+$8.38K	﹤0.01%	666
2024 Q3	$9.21K	Hold	5	–	–	﹤0.01%	819
2024 Q2	$8.42K	Buy	+5	New	+$8.36K	﹤0.01%	825

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Key Financial Inc's FCNCA Position: Q2 2026 in Review

Key Financial Inc held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 5 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #860.

Key Financial Inc first reported a position in FCNCA in Q2 2024 and has held it in 9 quarters since. The position peaked at $19K in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Key Financial Inc held 5 shares of First Citizens BancShares worth $10.4K as of Q2 2026.
Key Financial Inc left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #860 holding.
Key Financial Inc first reported a position in First Citizens BancShares in Q2 2024 and has held it in 9 quarters since.
Key Financial Inc's First Citizens BancShares position peaked at $19K in Q4 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.