Quantum Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Quantum Financial Advisors’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	$275K	Buy	132 +3	+2%	+$6.02K	0.03%	191
2026 Q1	$243K	Hold	129	–	–	0.03%	197
2025 Q4	$277K	Hold	129	–	–	0.03%	165
2025 Q3	$231K	Hold	129	–	–	0.03%	169
2025 Q2	$252K	Hold	129	–	–	0.03%	151
2025 Q1	$239K	Hold	129	–	–	0.04%	147
2024 Q4	$273K	Hold	129	–	–	0.04%	137
2024 Q3	$237K	Hold	129	–	–	0.04%	155
2024 Q2	$217K	Hold	129	–	–	0.04%	151
2024 Q1	$211K	Buy	+129	New	+$194K	0.04%	162

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

Quantum Financial Advisors's FCNCA Position: Q2 2026 in Review

Quantum Financial Advisors increased its First Citizens BancShares (FCNCA) stake by 2.3% in Q2 2026, buying an estimated $6.02K and bringing the position to 132 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #191.

Quantum Financial Advisors first reported a position in FCNCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $277K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Quantum Financial Advisors held 132 shares of First Citizens BancShares worth $275K as of Q2 2026.
Quantum Financial Advisors bought 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
First Citizens BancShares made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #191 holding.
Quantum Financial Advisors first reported a position in First Citizens BancShares in Q1 2024 and has held it in 10 quarters since.
Quantum Financial Advisors's First Citizens BancShares position peaked at $277K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.