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Private Advisor Group’s First Citizens BancShares FCNCA Stock Holding History

Private Advisor Group’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 		$7.11M Sell
3,419
-109
-3% -$219K 0.03% 486
2026
Q1 		$6.65M Sell
3,528
-97
-3% -$195K 0.03% 535
2025
Q4 		$7.78M Buy
3,625
+1,013
+39% +$1.91M 0.04% 462
2025
Q3 		$4.67M Buy
2,612
+800
+44% +$1.58M 0.02% 644
2025
Q2 		$3.55M Buy
1,812
+1,654
+1,047% +$3M 0.02% 710
2025
Q1 		$293K Sell
158
-14
-8% -$28.5K ﹤0.01% 1889
2024
Q4 		$363K Buy
172
+5
+3% +$10.5K ﹤0.01% 1755
2024
Q3 		$307K Buy
167
+3
+2% +$5.72K ﹤0.01% 1929
2024
Q2 		$276K Sell
164
-149
-48% -$249K ﹤0.01% 1953
2024
Q1 		$512K Sell
313
-45
-13% -$67.7K ﹤0.01% 1501
2023
Q4 		$508K Sell
358
-2
-0.6% -$2.81K ﹤0.01% 1458
2023
Q3 		$497K Buy
360
+2
+0.6% +$2.75K ﹤0.01% 1376
2023
Q2 		$506K Buy
+358
New +$414K ﹤0.01% 1364

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

Private Advisor Group's FCNCA Position: Q2 2026 in Review

Private Advisor Group reduced its First Citizens BancShares (FCNCA) stake by 3.1% in Q2 2026, selling an estimated $219K and leaving 3,419 shares worth $7.11M. The position accounts for 0.03% of the portfolio, ranked #486.

Private Advisor Group first reported a position in FCNCA in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.78M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Private Advisor Group held 3,419 shares of First Citizens BancShares worth $7.11M as of Q2 2026.
  • Private Advisor Group sold 109 First Citizens BancShares shares in Q2 2026, an estimated $219K.
  • First Citizens BancShares made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #486 holding.
  • Private Advisor Group first reported a position in First Citizens BancShares in Q2 2023 and has held it in 13 quarters since.
  • Private Advisor Group's First Citizens BancShares position peaked at $7.78M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.