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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Personal CFO Solutions's FCNCA Position: Q1 2026 in Review

Personal CFO Solutions increased its First Citizens BancShares (FCNCA) stake by 14% in Q1 2026, buying an estimated $64.2K and bringing the position to 253 shares worth $477K. The position accounts for 0.07% of the portfolio, ranked #261.

Personal CFO Solutions first reported a position in FCNCA in Q1 2024 and has held it in 7 quarters since. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Personal CFO Solutions held 253 shares of First Citizens BancShares worth $477K as of Q1 2026.
  • Personal CFO Solutions bought 32 First Citizens BancShares shares in Q1 2026, an estimated $64.2K.
  • First Citizens BancShares made up 0.07% of Personal CFO Solutions's portfolio in Q1 2026, its #261 holding.
  • Personal CFO Solutions first reported a position in First Citizens BancShares in Q1 2024 and has held it in 7 quarters since.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.