Peterson Wealth Services’s First Citizens BancShares FCNCA Stock Holding History

Peterson Wealth Services’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 Q3	$782K	Buy	380 +10	+3%	+$21.5K	0.16%	87
2026 Q2	$771K	Buy	370 +7	+2%	+$14K	0.17%	86
2026 Q1	$685K	Buy	363 +23	+7%	+$46.2K	0.17%	80
2025 Q4	$730K	Sell	340 -1,275	-79%	-$2.4M	0.19%	76
2025 Q3	$613K	Buy	1,615 +1,284	+388%	+$2.53M	0.15%	86
2025 Q2	$647K	Buy	331 +3	+0.9%	+$5.44K	0.18%	85
2025 Q1	$609K	Sell	328 -252	-43%	-$513K	0.19%	75
2024 Q4	$1.23M	Buy	580 +26	+5%	+$54.5K	0.37%	58
2024 Q3	$1.02M	Buy	554 +54	+11%	+$103K	0.33%	66
2024 Q2	$841K	Buy	500 +42	+9%	+$70.3K	0.29%	68
2024 Q1	$749K	Buy	458 +297	+184%	+$447K	0.27%	68
2023 Q4	$229K	Buy	+161	New	+$226K	0.1%	90

Other funds holding FCNCA

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

Peterson Wealth Services's FCNCA Position: Q3 2026 in Review

Peterson Wealth Services increased its First Citizens BancShares (FCNCA) stake by 2.7% in Q3 2026, buying an estimated $21.5K and bringing the position to 380 shares worth $782K. The position accounts for 0.16% of the portfolio, ranked #87.

Peterson Wealth Services first reported a position in FCNCA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.23M in Q4 2024. 437 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Peterson Wealth Services held 380 shares of First Citizens BancShares worth $782K as of Q3 2026.
Peterson Wealth Services bought 10 First Citizens BancShares shares in Q3 2026, an estimated $21.5K.
First Citizens BancShares made up 0.16% of Peterson Wealth Services's portfolio in Q3 2026, its #87 holding.
Peterson Wealth Services first reported a position in First Citizens BancShares in Q4 2023 and has held it in 12 quarters since.
Peterson Wealth Services's First Citizens BancShares position peaked at $1.23M in Q4 2024.
437 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.