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Pines Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Pines Wealth Management’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 		– Sell
-97
Closed -$208K – 224
2025
Q4 		$208K Buy
+97
New +$183K 0.07% 221
2025
Q3 		– Sell
-138
Closed -$288K – 230
2025
Q2 		$288K Buy
+138
New +$250K 0.1% 181

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Pines Wealth Management's FCNCA Position: Q1 2026 in Review

Pines Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 97 shares — an estimated $208K sold.

Pines Wealth Management first reported a position in FCNCA in Q2 2025 and held it in 2 quarters. The position peaked at $288K in Q2 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Pines Wealth Management reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Pines Wealth Management sold 97 First Citizens BancShares shares in Q1 2026, an estimated $208K.
  • Pines Wealth Management first reported a position in First Citizens BancShares in Q2 2025 and held it in 2 quarters.
  • Pines Wealth Management's First Citizens BancShares position peaked at $288K in Q2 2025.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.