Muirfield Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Muirfield Wealth 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	$1.34M	Hold	711	–	–	0.99%	24
2025 Q4	$1.53M	Buy	711 +1	+0.1%	+$1.89K	1.12%	23
2025 Q3	$1.27M	Buy	710 +1	+0.1%	+$1.97K	0.94%	25
2025 Q2	$1.39M	Buy	709 +1	+0.1%	+$1.81K	1.1%	25
2025 Q1	$1.31M	Hold	708	–	–	1.12%	23
2024 Q4	$1.5M	Buy	708 +1	+0.1%	+$2.1K	1.23%	21
2024 Q3	$1.3M	Buy	707 +1	+0.1%	+$1.91K	1.11%	22
2024 Q2	$1.19M	Hold	706	–	–	1.12%	21
2024 Q1	$1.15M	Buy	706 +1	+0.1%	+$1.5K	1.11%	20
2023 Q4	$1M	Buy	+705	New	+$990K	1.06%	21

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Muirfield Wealth Advisors's FCNCA Position: Q1 2026 in Review

Muirfield Wealth Advisors held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 711 shares worth $1.34M. The position accounts for 0.99% of the portfolio, ranked #24.

Muirfield Wealth Advisors first reported a position in FCNCA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Muirfield Wealth Advisors held 711 shares of First Citizens BancShares worth $1.34M as of Q1 2026.
Muirfield Wealth Advisors left its First Citizens BancShares share count unchanged in Q1 2026.
First Citizens BancShares made up 0.99% of Muirfield Wealth Advisors's portfolio in Q1 2026, its #24 holding.
Muirfield Wealth Advisors first reported a position in First Citizens BancShares in Q4 2023 and has held it in 10 quarters since.
Muirfield Wealth Advisors's First Citizens BancShares position peaked at $1.53M in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.