Private Wealth Management Group’s First Citizens BancShares FCNCA Stock Holding History

Private Wealth Management 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	$18.7K	Sell	9 -1	-10%	-$2K	﹤0.01%	404
2026 Q1	$18.8K	Hold	10	–	–	﹤0.01%	353
2025 Q4	$21.5K	Hold	10	–	–	0.01%	309
2025 Q3	$17.9K	Hold	10	–	–	﹤0.01%	360
2025 Q2	$19.6K	Hold	10	–	–	0.01%	308
2025 Q1	$18.5K	Hold	10	–	–	0.01%	314
2024 Q4	$21.1K	Hold	10	–	–	0.01%	289
2024 Q3	$18.4K	Hold	10	–	–	0.01%	309
2024 Q2	$16.8K	Sell	10 -13	-57%	-$21.7K	0.01%	312
2024 Q1	$37.6K	Sell	23 -11	-32%	-$16.5K	0.02%	192
2023 Q4	$48.2K	Buy	+34	New	+$47.7K	0.02%	160

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Private Wealth Management Group's FCNCA Position: Q2 2026 in Review

Private Wealth Management Group reduced its First Citizens BancShares (FCNCA) stake by 10% in Q2 2026, selling an estimated $2K and leaving 9 shares worth $18.7K. The position accounts for ﹤0.01% of the portfolio, ranked #404.

Private Wealth Management Group first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $48.2K in Q4 2023. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Private Wealth Management Group held 9 shares of First Citizens BancShares worth $18.7K as of Q2 2026.
Private Wealth Management Group sold 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
First Citizens BancShares made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #404 holding.
Private Wealth Management Group first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's First Citizens BancShares position peaked at $48.2K in Q4 2023.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

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