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 Q2	$1.48M	Sell	709 -2	-0.3%	-$4.01K	0.96%	23
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

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

Muirfield Wealth Advisors's FCNCA Position: Q2 2026 in Review

Muirfield Wealth Advisors reduced its First Citizens BancShares (FCNCA) stake by 0.28% in Q2 2026, selling an estimated $4.01K and leaving 709 shares worth $1.48M. The position accounts for 0.96% of the portfolio, ranked #23.

Muirfield Wealth Advisors first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.53M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Muirfield Wealth Advisors held 709 shares of First Citizens BancShares worth $1.48M as of Q2 2026.
Muirfield Wealth Advisors sold 2 First Citizens BancShares shares in Q2 2026, an estimated $4.01K.
First Citizens BancShares made up 0.96% of Muirfield Wealth Advisors's portfolio in Q2 2026, its #23 holding.
Muirfield Wealth Advisors first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
Muirfield Wealth Advisors's First Citizens BancShares position peaked at $1.53M in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Muirfield Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.