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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Larson Financial Group's FCNCA Position: Q1 2026 in Review

Larson Financial Group reduced its First Citizens BancShares (FCNCA) stake by 46% in Q1 2026, selling an estimated $12K and leaving 7 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Larson Financial Group first reported a position in FCNCA in Q4 2023 and has held it in 10 quarters since. The position peaked at $66.5K in Q2 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Larson Financial Group held 7 shares of First Citizens BancShares worth $13.2K as of Q1 2026.
Larson Financial Group sold 6 First Citizens BancShares shares in Q1 2026, an estimated $12K.
First Citizens BancShares made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #2081 holding.
Larson Financial Group first reported a position in First Citizens BancShares in Q4 2023 and has held it in 10 quarters since.
Larson Financial Group's First Citizens BancShares position peaked at $66.5K in Q2 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.