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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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B 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 $1.47T 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