Pinnacle Wealth Planning Services
FCNCA icon

Pinnacle Wealth Planning Services’s First Citizens BancShares FCNCA Stock Holding History

Pinnacle Wealth Planning 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 		$43.3K Hold
21
– – ﹤0.01% 1366
2026
Q2 		$43.7K Buy
21
+3
+17% +$6.02K ﹤0.01% 1374
2026
Q1 		$33.9K Hold
18
– – ﹤0.01% 1419
2025
Q4 		$38.6K Buy
+18
New +$33.9K ﹤0.01% 1381

Other funds holding FCNCA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Pinnacle Wealth Planning Services's FCNCA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 21 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Pinnacle Wealth Planning Services first reported a position in FCNCA in Q4 2025 and has held it in 4 quarters since. The position peaked at $43.7K in Q2 2026. 511 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

  • Pinnacle Wealth Planning Services held 21 shares of First Citizens BancShares worth $43.3K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its First Citizens BancShares share count unchanged in Q3 2026.
  • First Citizens BancShares made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1366 holding.
  • Pinnacle Wealth Planning Services first reported a position in First Citizens BancShares in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's First Citizens BancShares position peaked at $43.7K in Q2 2026.
  • 511 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.