MBL Wealth’s First Citizens BancShares FCNCA Stock Holding History

MBL 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	$1.29M	Hold	622	–	–	0.09%	116
2026 Q1	$1.17M	Hold	622	–	–	0.09%	108
2025 Q4	$1.33M	Buy	622 +5	+0.8%	+$9.42K	0.11%	102
2025 Q3	$1.1M	Hold	617	–	–	0.1%	104
2025 Q2	$1.21M	Buy	617 +15	+2%	+$27.2K	0.12%	91
2025 Q1	$1.12M	Hold	602	–	–	0.11%	88
2024 Q4	$1.27M	Hold	602	–	–	0.13%	84
2024 Q3	$1.11M	Hold	602	–	–	0.12%	88
2024 Q2	$1.01M	Buy	602 +2	+0.3%	+$3.35K	0.11%	89
2024 Q1	$981K	Hold	600	–	–	0.11%	90
2023 Q4	$851K	Hold	600	–	–	0.11%	92
2023 Q3	$828K	Hold	600	–	–	0.12%	81
2023 Q2	$770K	Buy	600 +300	+100%	+$347K	0.11%	86
2023 Q1	$292K	Buy	+300	New	+$223K	0.05%	128

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

MBL Wealth's FCNCA Position: Q2 2026 in Review

MBL Wealth held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 622 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #116.

MBL Wealth first reported a position in FCNCA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.33M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

MBL Wealth held 622 shares of First Citizens BancShares worth $1.29M as of Q2 2026.
MBL Wealth left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.09% of MBL Wealth's portfolio in Q2 2026, its #116 holding.
MBL Wealth first reported a position in First Citizens BancShares in Q1 2023 and has held it in 14 quarters since.
MBL Wealth's First Citizens BancShares position peaked at $1.33M in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.