Mount Yale Investment Advisors
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Mount Yale Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Mount Yale 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
Q1 		– Sell
-111
Closed -$238K – 1105
2025
Q4 		$238K Buy
+111
New +$209K 0.01% 653
2025
Q3 		– Sell
-4
Closed -$7.83K – 991
2025
Q2 		$7.83K Buy
+4
New +$7.26K ﹤0.01% 1170

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Dodge & Cox
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Vanguard Capital Management
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Vanguard Portfolio Management
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mount Yale Investment Advisors's FCNCA Position: Q1 2026 in Review

Mount Yale Investment Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 111 shares — an estimated $238K sold.

Mount Yale Investment Advisors first reported a position in FCNCA in Q2 2025 and held it in 2 quarters. The position peaked at $238K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Mount Yale Investment Advisors reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 111 First Citizens BancShares shares in Q1 2026, an estimated $238K.
  • Mount Yale Investment Advisors first reported a position in First Citizens BancShares in Q2 2025 and held it in 2 quarters.
  • Mount Yale Investment Advisors's First Citizens BancShares position peaked at $238K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.