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PlanVest Financial’s First Citizens BancShares FCNCA Stock Holding History

PlanVest Financial’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 		$25K Buy
+12
New +$24.1K 0.02% 308

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

PlanVest Financial's FCNCA Position: Q2 2026 in Review

PlanVest Financial opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 12 shares worth $25K. The stake represents 0.02% of the portfolio and ranks #308 among its holdings.

616 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • PlanVest Financial held 12 shares of First Citizens BancShares worth $25K as of Q2 2026.
  • First Citizens BancShares was a new PlanVest Financial position in Q2 2026.
  • First Citizens BancShares made up 0.02% of PlanVest Financial's portfolio in Q2 2026, its #308 holding.
  • 616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.