MA
FCNCA icon

MONECO Advisors’s First Citizens BancShares FCNCA Stock Holding History

MONECO 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 		$231K Sell
111
-3
-3% -$6.02K 0.01% 542
2026
Q1 		$215K Hold
114
– – 0.02% 492
2025
Q4 		$245K Hold
114
– – 0.02% 442
2025
Q3 		$204K Buy
+114
New +$225K 0.02% 479

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

MONECO Advisors's FCNCA Position: Q2 2026 in Review

MONECO Advisors reduced its First Citizens BancShares (FCNCA) stake by 2.6% in Q2 2026, selling an estimated $6.02K and leaving 111 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #542.

MONECO Advisors first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $245K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • MONECO Advisors held 111 shares of First Citizens BancShares worth $231K as of Q2 2026.
  • MONECO Advisors sold 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
  • First Citizens BancShares made up 0.01% of MONECO Advisors's portfolio in Q2 2026, its #542 holding.
  • MONECO Advisors first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • MONECO Advisors's First Citizens BancShares position peaked at $245K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.