OneDigital Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

OneDigital 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	$1.27M	Sell	672 -55	-8%	-$110K	0.01%	608
2025 Q4	$1.56M	Sell	727 -26	-3%	-$49K	0.02%	536
2025 Q3	$1.35M	Sell	753 -21	-3%	-$41.4K	0.01%	557
2025 Q2	$1.51M	Sell	774 -3	-0.4%	-$5.44K	0.02%	515
2025 Q1	$1.44M	Sell	777 -44	-5%	-$89.6K	0.02%	494
2024 Q4	$1.73M	Sell	821 -173	-17%	-$362K	0.02%	456
2024 Q3	$1.83M	Sell	994 -18	-2%	-$34.3K	0.02%	462
2024 Q2	$1.7M	Buy	1,012 +482	+91%	+$806K	0.02%	463
2024 Q1	$867K	Buy	530 +1	+0.2%	+$1.5K	0.01%	550
2023 Q4	$751K	Sell	529 -3	-0.6%	-$4.21K	0.01%	568
2023 Q3	$734K	Buy	532 +4	+0.8%	+$5.5K	0.02%	518
2023 Q2	$678K	Buy	+528	New	+$611K	0.02%	528

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

OneDigital Investment Advisors's FCNCA Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its First Citizens BancShares (FCNCA) stake by 7.6% in Q1 2026, selling an estimated $110K and leaving 672 shares worth $1.27M. The position accounts for 0.01% of the portfolio, ranked #608.

OneDigital Investment Advisors first reported a position in FCNCA in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.83M in Q3 2024. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

OneDigital Investment Advisors held 672 shares of First Citizens BancShares worth $1.27M as of Q1 2026.
OneDigital Investment Advisors sold 55 First Citizens BancShares shares in Q1 2026, an estimated $110K.
First Citizens BancShares made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #608 holding.
OneDigital Investment Advisors first reported a position in First Citizens BancShares in Q2 2023 and has held it in 12 quarters since.
OneDigital Investment Advisors's First Citizens BancShares position peaked at $1.83M in Q3 2024.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.