LPL Financial
FCNCA icon

LPL Financial’s First Citizens BancShares FCNCA Stock Holding History

LPL Financial’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 		$12.6M Buy
6,032
+753
+14% +$1.51M ﹤0.01% 1934
2026
Q1 		$9.95M Buy
5,279
+860
+19% +$1.73M ﹤0.01% 1998
2025
Q4 		$9.48M Sell
4,419
-219
-5% -$413K ﹤0.01% 1979
2025
Q3 		$8.3M Buy
4,638
+259
+6% +$511K ﹤0.01% 2044
2025
Q2 		$8.57M Buy
4,379
+842
+24% +$1.53M ﹤0.01% 1870
2025
Q1 		$6.56M Sell
3,537
-96
-3% -$196K ﹤0.01% 1924
2024
Q4 		$7.68M Buy
3,633
+1,258
+53% +$2.64M ﹤0.01% 1742
2024
Q3 		$4.37M Buy
2,375
+487
+26% +$929K ﹤0.01% 2101
2024
Q2 		$3.18M Buy
1,888
+508
+37% +$850K ﹤0.01% 2209
2024
Q1 		$2.26M Buy
1,380
+160
+13% +$241K ﹤0.01% 2438
2023
Q4 		$1.73M Buy
1,220
+148
+14% +$208K ﹤0.01% 2544
2023
Q3 		$1.48M Sell
1,072
-105
-9% -$144K ﹤0.01% 2571
2023
Q2 		$1.51M Buy
1,177
+331
+39% +$383K ﹤0.01% 2505
2023
Q1 		$823K Sell
846
-30
-3% -$22.3K ﹤0.01% 2903
2022
Q4 		$664K Sell
876
-11
-1% -$8.86K ﹤0.01% 3004
2022
Q3 		$707K Buy
887
+87
+11% +$68K ﹤0.01% 2820
2022
Q2 		$523K Buy
800
+192
+32% +$125K ﹤0.01% 3159
2022
Q1 		$404K Buy
608
+269
+79% +$209K ﹤0.01% 3353
2021
Q4 		$281K Buy
+339
New +$283K ﹤0.01% 3721

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial's FCNCA Position: Q2 2026 in Review

LPL Financial increased its First Citizens BancShares (FCNCA) stake by 14% in Q2 2026, buying an estimated $1.51M and bringing the position to 6,032 shares worth $12.6M. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

LPL Financial first reported a position in FCNCA in Q4 2021 and has held it in 19 quarters since. 332 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • LPL Financial held 6,032 shares of First Citizens BancShares worth $12.6M as of Q2 2026.
  • LPL Financial bought 753 First Citizens BancShares shares in Q2 2026, an estimated $1.51M.
  • First Citizens BancShares made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1934 holding.
  • LPL Financial first reported a position in First Citizens BancShares in Q4 2021 and has held it in 19 quarters since.
  • 332 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.