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Legacy Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Legacy Financial 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 		$997K Sell
479
-8
-2% -$16K 0.12% 143
2026
Q1 		$918K Buy
487
+12
+3% +$24.1K 0.13% 144
2025
Q4 		$1.02M Buy
475
+48
+11% +$90.5K 0.14% 127
2025
Q3 		$764K Buy
427
+47
+12% +$92.7K 0.11% 178
2025
Q2 		$743K Buy
+380
New +$689K 0.12% 152

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

Legacy Financial Advisors's FCNCA Position: Q2 2026 in Review

Legacy Financial Advisors reduced its First Citizens BancShares (FCNCA) stake by 1.6% in Q2 2026, selling an estimated $16K and leaving 479 shares worth $997K. The position accounts for 0.12% of the portfolio, ranked #143.

Legacy Financial Advisors first reported a position in FCNCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.02M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Legacy Financial Advisors held 479 shares of First Citizens BancShares worth $997K as of Q2 2026.
  • Legacy Financial Advisors sold 8 First Citizens BancShares shares in Q2 2026, an estimated $16K.
  • First Citizens BancShares made up 0.12% of Legacy Financial Advisors's portfolio in Q2 2026, its #143 holding.
  • Legacy Financial Advisors first reported a position in First Citizens BancShares in Q2 2025 and has held it in 5 quarters since.
  • Legacy Financial Advisors's First Citizens BancShares position peaked at $1.02M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.