Lido Advisors
FCNCA icon

Lido Advisors’s First Citizens BancShares FCNCA Stock Holding History

Lido 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 		– Sell
-206
Closed -$390K – 2178
2026
Q1 		$390K Buy
206
+22
+12% +$44.1K ﹤0.01% 1435
2025
Q4 		$335K Buy
184
+15
+9% +$28.3K ﹤0.01% 1505
2025
Q3 		$303K Sell
169
-16
-9% -$31.5K ﹤0.01% 1485
2025
Q2 		$362K Sell
185
-7
-4% -$12.7K ﹤0.01% 1255
2025
Q1 		$356K Buy
192
+22
+13% +$44.8K ﹤0.01% 1144
2024
Q4 		$359K Sell
170
-1
-0.6% -$2.1K ﹤0.01% 1128
2024
Q3 		$315K Buy
+171
New +$326K ﹤0.01% 1146

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

Lido Advisors's FCNCA Position: Q2 2026 in Review

Lido Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 206 shares — an estimated $390K sold.

Lido Advisors first reported a position in FCNCA in Q3 2024 and held it in 7 quarters. The position peaked at $390K in Q1 2026. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Lido Advisors reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Lido Advisors sold 206 First Citizens BancShares shares in Q2 2026, an estimated $390K.
  • Lido Advisors first reported a position in First Citizens BancShares in Q3 2024 and held it in 7 quarters.
  • Lido Advisors's First Citizens BancShares position peaked at $390K in Q1 2026.
  • 624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.