Level Four Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$10.1M Buy
4,852
+33
+0.7% +$66.2K 0.29% 78
2026
Q1
$9.08M Sell
4,819
-45
-0.9% -$90.3K 0.3% 72
2025
Q4
$10.4M Sell
4,864
-103
-2% -$194K 0.34% 58
2025
Q3
$8.89M Sell
4,967
-339
-6% -$668K 0.3% 71
2025
Q2
$10.4M Buy
5,306
+241
+5% +$437K 0.38% 58
2025
Q1
$9.39M Buy
5,065
+227
+5% +$462K 0.39% 49
2024
Q4
$10.2M Buy
4,838
+407
+9% +$853K 0.42% 51
2024
Q3
$8.59M Buy
4,431
+1,314
+42% +$2.51M 0.36% 53
2024
Q2
$5.25M Buy
3,117
+2,778
+819% +$4.65M 0.24% 116
2024
Q1
$481K Hold
339
0.03% 483
2023
Q4
$481K Hold
339
0.03% 478
2023
Q3
$468K Sell
339
-56
-14% -$77K 0.03% 455
2023
Q2
$507K Sell
395
-10
-2% -$11.6K 0.03% 464
2023
Q1
$394K Sell
405
-2,668
-87% -$1.98M 0.03% 509
2022
Q4
$2.33M Buy
3,073
+2,816
+1,096% +$2.27M 0.17% 143
2022
Q3
$205K Buy
+257
New +$201K 0.02% 501
2021
Q4
Sell
-1,372
Closed -$1.16M 657
2021
Q3
$1.16M Buy
+1,372
New +$1.14M 0.12% 174

Other funds holding FCNCA

Level Four Advisory Services's FCNCA Position: Q2 2026 in Review

Level Four Advisory Services increased its First Citizens BancShares (FCNCA) stake by 0.68% in Q2 2026, buying an estimated $66.2K and bringing the position to 4,852 shares worth $10.1M. The position accounts for 0.29% of the portfolio, ranked #78.

Level Four Advisory Services first reported a position in FCNCA in Q3 2021 and has held it in 17 quarters since. The position peaked at $10.4M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Level Four Advisory Services held 4,852 shares of First Citizens BancShares worth $10.1M as of Q2 2026.
  • Level Four Advisory Services bought 33 First Citizens BancShares shares in Q2 2026, an estimated $66.2K.
  • First Citizens BancShares made up 0.29% of Level Four Advisory Services's portfolio in Q2 2026, its #78 holding.
  • Level Four Advisory Services first reported a position in First Citizens BancShares in Q3 2021 and has held it in 17 quarters since.
  • Level Four Advisory Services's First Citizens BancShares position peaked at $10.4M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.