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Moneta Group Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Moneta Group Investment 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 		$822K Buy
395
+37
+10% +$74.2K 0.01% 437
2026
Q1 		$675K Buy
+358
New +$718K 0.01% 434
2014
Q1 		– Sell
-1,300
Closed -$289K – 123
2013
Q4 		$289K Buy
+1,300
New +$281K 0.17% 94

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

Moneta Group Investment Advisors's FCNCA Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its First Citizens BancShares (FCNCA) stake by 10% in Q2 2026, buying an estimated $74.2K and bringing the position to 395 shares worth $822K. The position accounts for 0.01% of the portfolio, ranked #437.

Moneta Group Investment Advisors first reported a position in FCNCA in Q4 2013 and has held it in 3 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Moneta Group Investment Advisors held 395 shares of First Citizens BancShares worth $822K as of Q2 2026.
  • Moneta Group Investment Advisors bought 37 First Citizens BancShares shares in Q2 2026, an estimated $74.2K.
  • First Citizens BancShares made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #437 holding.
  • Moneta Group Investment Advisors first reported a position in First Citizens BancShares in Q4 2013 and has held it in 3 quarters since.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.