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Personal CFO Solutions’s First Citizens BancShares FCNCA Stock Holding History

Personal CFO Solutions’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 		$524K Sell
252
-1
-0.4% -$2K 0.08% 238
2026
Q1 		$477K Buy
253
+32
+14% +$64.2K 0.07% 261
2025
Q4 		$475K Buy
221
+35
+19% +$66K 0.08% 248
2025
Q3 		$333K Buy
186
+30
+19% +$59.1K 0.06% 316
2025
Q2 		$305K Buy
156
+6
+4% +$10.9K 0.06% 325
2025
Q1 		$278K Buy
150
+25
+20% +$50.9K 0.06% 336
2024
Q4 		$264K Buy
+125
New +$262K 0.05% 364
2024
Q2 		– Sell
-141
Closed -$231K – 556
2024
Q1 		$231K Buy
+141
New +$212K 0.04% 483

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

Personal CFO Solutions's FCNCA Position: Q2 2026 in Review

Personal CFO Solutions reduced its First Citizens BancShares (FCNCA) stake by 0.4% in Q2 2026, selling an estimated $2K and leaving 252 shares worth $524K. The position accounts for 0.08% of the portfolio, ranked #238.

Personal CFO Solutions first reported a position in FCNCA in Q1 2024 and has held it in 8 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Personal CFO Solutions held 252 shares of First Citizens BancShares worth $524K as of Q2 2026.
  • Personal CFO Solutions sold 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
  • First Citizens BancShares made up 0.08% of Personal CFO Solutions's portfolio in Q2 2026, its #238 holding.
  • Personal CFO Solutions first reported a position in First Citizens BancShares in Q1 2024 and has held it in 8 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.