Larson Financial Group
FCNCA icon

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
Q3 		$16.5K Buy
8
+1
+14% +$2.15K ﹤0.01% 2225
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 		$9.8K Hold
6
– – ﹤0.01% 1051
2023
Q4 		$8.51K Buy
+6
New +$8.42K ﹤0.01% 1058

Other funds holding FCNCA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Larson Financial Group's FCNCA Position: Q3 2026 in Review

Larson Financial Group increased its First Citizens BancShares (FCNCA) stake by 14% in Q3 2026, buying an estimated $2.15K and bringing the position to 8 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2225.

Larson Financial Group first reported a position in FCNCA in Q4 2023 and has held it in 12 quarters since. The position peaked at $66.5K in Q2 2025. 511 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Larson Financial Group held 8 shares of First Citizens BancShares worth $16.5K as of Q3 2026.
  • Larson Financial Group bought 1 First Citizens BancShares share in Q3 2026, an estimated $2.15K.
  • First Citizens BancShares made up ﹤0.01% of Larson Financial Group's portfolio in Q3 2026, its #2225 holding.
  • Larson Financial Group first reported a position in First Citizens BancShares in Q4 2023 and has held it in 12 quarters since.
  • Larson Financial Group's First Citizens BancShares position peaked at $66.5K in Q2 2025.
  • 511 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.