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FCNCA icon

NewEdge Advisors’s First Citizens BancShares FCNCA Stock Holding History

NewEdge 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 		$2.38M Sell
1,144
-446
-28% -$894K 0.01% 1127
2026
Q1 		$3M Buy
1,590
+1,092
+219% +$2.19M 0.01% 904
2025
Q4 		$1.07M Sell
498
-192
-28% -$362K ﹤0.01% 1446
2025
Q3 		$1.24M Buy
690
+343
+99% +$676K 0.01% 1280
2025
Q2 		$680K Buy
347
+94
+37% +$171K ﹤0.01% 1515
2025
Q1 		$470K Sell
253
-95
-27% -$193K ﹤0.01% 1619
2024
Q4 		$736K Sell
348
-26
-7% -$54.5K ﹤0.01% 1327
2024
Q3 		$689K Sell
374
-84
-18% -$160K ﹤0.01% 1284
2024
Q2 		$772K Sell
458
-61
-12% -$102K 0.01% 1188
2024
Q1 		$849K Sell
519
-17
-3% -$25.6K 0.01% 1080
2023
Q4 		$775K Buy
536
+5
+0.9% +$7.02K 0.01% 1063
2023
Q3 		$732K Sell
531
-2
-0.4% -$2.75K 0.01% 1004
2023
Q2 		$685K Sell
533
-44
-8% -$50.9K 0.01% 1039
2023
Q1 		$562K Buy
577
+192
+50% +$143K 0.01% 1062
2022
Q4 		$286K Buy
385
+71
+23% +$57.2K 0.01% 1031
2022
Q3 		$250K Buy
+314
New +$245K ﹤0.01% 1284
2018
Q4 		– Sell
-691
Closed -$313K – 653
2018
Q3 		$313K Buy
+691
New +$305K 0.02% 484

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

NewEdge Advisors's FCNCA Position: Q2 2026 in Review

NewEdge Advisors reduced its First Citizens BancShares (FCNCA) stake by 28% in Q2 2026, selling an estimated $894K and leaving 1,144 shares worth $2.38M. The position accounts for 0.01% of the portfolio, ranked #1127.

NewEdge Advisors first reported a position in FCNCA in Q3 2018 and has held it in 17 quarters since. The position peaked at $3M in Q1 2026. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • NewEdge Advisors held 1,144 shares of First Citizens BancShares worth $2.38M as of Q2 2026.
  • NewEdge Advisors sold 446 First Citizens BancShares shares in Q2 2026, an estimated $894K.
  • First Citizens BancShares made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #1127 holding.
  • NewEdge Advisors first reported a position in First Citizens BancShares in Q3 2018 and has held it in 17 quarters since.
  • NewEdge Advisors's First Citizens BancShares position peaked at $3M in Q1 2026.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.