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Kingswood Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Kingswood Wealth Advisors’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 		$506K Buy
243
+3
+1% +$6.02K 0.02% 605
2026
Q1 		$452K Sell
240
-2
-0.8% -$4.01K 0.02% 575
2025
Q4 		$519K Buy
242
+7
+3% +$13.2K 0.03% 516
2025
Q3 		$420K Hold
235
– – 0.03% 527
2025
Q2 		$460K Sell
235
-2
-0.8% -$3.63K 0.04% 437
2025
Q1 		$439K Buy
+237
New +$483K 0.04% 430

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

Kingswood Wealth Advisors's FCNCA Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its First Citizens BancShares (FCNCA) stake by 1.3% in Q2 2026, buying an estimated $6.02K and bringing the position to 243 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #605.

Kingswood Wealth Advisors first reported a position in FCNCA in Q1 2025 and has held it in 6 quarters since. The position peaked at $519K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Kingswood Wealth Advisors held 243 shares of First Citizens BancShares worth $506K as of Q2 2026.
  • Kingswood Wealth Advisors bought 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
  • First Citizens BancShares made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #605 holding.
  • Kingswood Wealth Advisors first reported a position in First Citizens BancShares in Q1 2025 and has held it in 6 quarters since.
  • Kingswood Wealth Advisors's First Citizens BancShares position peaked at $519K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.