LexAurum Advisors’s First Citizens BancShares FCNCA Stock Holding History

LexAurum 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	$328K	Buy	158 +1	+0.6%	+$2K	0.04%	322
2026 Q1	$297K	Buy	+157	New	+$315K	0.04%	324
2025 Q3	$281K	Hold	157	–	–	0.04%	306
2025 Q2	$307K	Hold	157	–	–	0.05%	268
2025 Q1	$291K	Hold	157	–	–	0.06%	277
2024 Q4	$331K	Buy	157 +1	+0.6%	+$2.1K	0.07%	251
2024 Q3	$288K	Hold	156	–	–	0.06%	234
2024 Q2	$263K	Hold	156	–	–	0.06%	240
2024 Q1	$255K	Hold	156	–	–	0.06%	248
2023 Q4	$221K	Hold	156	–	–	0.06%	264
2023 Q3	$215K	Buy	+156	New	+$214K	0.06%	254

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

LexAurum Advisors's FCNCA Position: Q2 2026 in Review

LexAurum Advisors increased its First Citizens BancShares (FCNCA) stake by 0.64% in Q2 2026, buying an estimated $2K and bringing the position to 158 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #322.

LexAurum Advisors first reported a position in FCNCA in Q3 2023 and has held it in 11 quarters since. The position peaked at $331K in Q4 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

LexAurum Advisors held 158 shares of First Citizens BancShares worth $328K as of Q2 2026.
LexAurum Advisors bought 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
First Citizens BancShares made up 0.04% of LexAurum Advisors's portfolio in Q2 2026, its #322 holding.
LexAurum Advisors first reported a position in First Citizens BancShares in Q3 2023 and has held it in 11 quarters since.
LexAurum Advisors's First Citizens BancShares position peaked at $331K in Q4 2024.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on LexAurum Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.