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Larson Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Larson Financial Group’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 		$14.6K Hold
7
– – ﹤0.01% 2189
2026
Q1 		$13.2K Sell
7
-6
-46% -$12K ﹤0.01% 2081
2025
Q4 		$27.9K Sell
13
-7
-35% -$13.2K ﹤0.01% 1530
2025
Q3 		$35.8K Sell
20
-14
-41% -$27.6K ﹤0.01% 1312
2025
Q2 		$66.5K Buy
34
+21
+162% +$38.1K ﹤0.01% 970
2025
Q1 		$24.1K Buy
13
+5
+63% +$10.2K ﹤0.01% 1292
2024
Q4 		$16.9K Hold
8
– – ﹤0.01% 1278
2024
Q3 		$14.7K Buy
8
+2
+33% +$3.82K ﹤0.01% 1327
2024
Q2 		$10.1K Hold
6
– – ﹤0.01% 1263
2024
Q1 		$9.81K Hold
6
– – ﹤0.01% 1051
2023
Q4 		$8.51K Buy
+6
New +$8.43K ﹤0.01% 1058

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

Larson Financial Group's FCNCA Position: Q2 2026 in Review

Larson Financial Group held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 7 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Larson Financial Group first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $66.5K in Q2 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Larson Financial Group held 7 shares of First Citizens BancShares worth $14.6K as of Q2 2026.
  • Larson Financial Group left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #2189 holding.
  • Larson Financial Group first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
  • Larson Financial Group's First Citizens BancShares position peaked at $66.5K in Q2 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.