Live Oak Private Wealth’s First Citizens BancShares FCNCA Stock Holding History

Live Oak Private Wealth’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	$7.19M	Sell	3,454 -11	-0.3%	-$22.1K	0.9%	42
2026 Q1	$6.53M	Buy	3,465 +166	+5%	+$333K	0.91%	46
2025 Q4	$7.08M	Buy	3,299 +2	+0.1%	+$3.77K	0.96%	42
2025 Q3	$5.9M	Buy	3,297 +1,211	+58%	+$2.39M	0.82%	47
2025 Q2	$4.08M	Buy	2,086 +483	+30%	+$876K	0.61%	54
2025 Q1	$2.97M	Buy	1,603 +1,299	+427%	+$2.65M	0.48%	58
2024 Q4	$642K	Buy	304 +136	+81%	+$285K	0.11%	110
2024 Q3	$309K	Buy	+168	New	+$321K	0.05%	140

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

Live Oak Private Wealth's FCNCA Position: Q2 2026 in Review

Live Oak Private Wealth reduced its First Citizens BancShares (FCNCA) stake by 0.32% in Q2 2026, selling an estimated $22.1K and leaving 3,454 shares worth $7.19M. The position accounts for 0.9% of the portfolio, ranked #42.

Live Oak Private Wealth first reported a position in FCNCA in Q3 2024 and has held it in 8 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Live Oak Private Wealth held 3,454 shares of First Citizens BancShares worth $7.19M as of Q2 2026.
Live Oak Private Wealth sold 11 First Citizens BancShares shares in Q2 2026, an estimated $22.1K.
First Citizens BancShares made up 0.9% of Live Oak Private Wealth's portfolio in Q2 2026, its #42 holding.
Live Oak Private Wealth first reported a position in First Citizens BancShares in Q3 2024 and has held it in 8 quarters since.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.