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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
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

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

Peterson Wealth Services's FCNCA Position: Q2 2026 in Review

Peterson Wealth Services increased its First Citizens BancShares (FCNCA) stake by 1.9% in Q2 2026, buying an estimated $14K and bringing the position to 370 shares worth $771K. The position accounts for 0.17% of the portfolio, ranked #86.

Peterson Wealth Services first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.23M in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Peterson Wealth Services held 370 shares of First Citizens BancShares worth $771K as of Q2 2026.
  • Peterson Wealth Services bought 7 First Citizens BancShares shares in Q2 2026, an estimated $14K.
  • First Citizens BancShares made up 0.17% of Peterson Wealth Services's portfolio in Q2 2026, its #86 holding.
  • Peterson Wealth Services first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
  • Peterson Wealth Services's First Citizens BancShares position peaked at $1.23M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.