Red Door Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Red Door Wealth Management’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 Q1	–	Sell	-103	Closed	-$221K	–	309
2025 Q4	$221K	Buy	+103	New	+$194K	0.02%	271
2025 Q3	–	Sell	-103	Closed	-$202K	–	299
2025 Q2	$202K	Buy	+103	New	+$187K	0.02%	264
2025 Q1	–	Sell	-103	Closed	-$218K	–	242
2024 Q4	$218K	Buy	+103	New	+$216K	0.03%	212

Other funds holding FCNCA

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Red Door Wealth Management's FCNCA Position: Q1 2026 in Review

Red Door Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 103 shares — an estimated $221K sold.

Red Door Wealth Management first reported a position in FCNCA in Q4 2024 and held it in 3 quarters. The position peaked at $221K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Red Door Wealth Management reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Red Door Wealth Management sold 103 First Citizens BancShares shares in Q1 2026, an estimated $221K.
Red Door Wealth Management first reported a position in First Citizens BancShares in Q4 2024 and held it in 3 quarters.
Red Door Wealth Management's First Citizens BancShares position peaked at $221K in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Red Door Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.