Red Tortoise LLC’s First Citizens BancShares FCNCA Stock Holding History

Red Tortoise LLC’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	$5.65K	Hold	3	–	–	﹤0.01%	365
2025 Q4	$6.44K	Hold	3	–	–	﹤0.01%	347
2025 Q3	$5.37K	Hold	3	–	–	﹤0.01%	372
2025 Q2	$5.87K	Hold	3	–	–	﹤0.01%	344
2025 Q1	$5.56K	Hold	3	–	–	﹤0.01%	329
2024 Q4	$6.34K	Hold	3	–	–	﹤0.01%	322
2024 Q3	$5.52K	Hold	3	–	–	﹤0.01%	343
2024 Q2	$5.05K	Hold	3	–	–	﹤0.01%	347
2024 Q1	$4.91K	Hold	3	–	–	﹤0.01%	348
2023 Q4	$4.26K	Hold	3	–	–	﹤0.01%	322
2023 Q3	$4.14K	Hold	3	–	–	﹤0.01%	307
2023 Q2	$3.85K	Buy	+3	New	+$3.47K	﹤0.01%	330

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Red Tortoise LLC's FCNCA Position: Q1 2026 in Review

Red Tortoise LLC held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 3 shares worth $5.65K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Red Tortoise LLC first reported a position in FCNCA in Q2 2023 and has held it in 12 quarters since. The position peaked at $6.44K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Red Tortoise LLC held 3 shares of First Citizens BancShares worth $5.65K as of Q1 2026.
Red Tortoise LLC left its First Citizens BancShares share count unchanged in Q1 2026.
First Citizens BancShares made up ﹤0.01% of Red Tortoise LLC's portfolio in Q1 2026, its #365 holding.
Red Tortoise LLC first reported a position in First Citizens BancShares in Q2 2023 and has held it in 12 quarters since.
Red Tortoise LLC's First Citizens BancShares position peaked at $6.44K in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Red Tortoise LLC's 13F filing for Q1 2026, filed 21 Apr 2026.