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Retirement Planning Group (Kansas)’s First Citizens BancShares FCNCA Stock Holding History

Retirement Planning Group (Kansas)’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 		$850K Buy
451
+2
+0.4% +$4.01K 0.03% 223
2025
Q4 		$964K Hold
449
– – 0.03% 197
2025
Q3 		$803K Buy
+449
New +$885K 0.03% 207

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FCNCA Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its First Citizens BancShares (FCNCA) stake by 0.45% in Q1 2026, buying an estimated $4.01K and bringing the position to 451 shares worth $850K. The position accounts for 0.03% of the portfolio, ranked #223.

Retirement Planning Group (Kansas) first reported a position in FCNCA in Q3 2025 and has held it in 3 quarters since. The position peaked at $964K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Retirement Planning Group (Kansas) held 451 shares of First Citizens BancShares worth $850K as of Q1 2026.
  • Retirement Planning Group (Kansas) bought 2 First Citizens BancShares shares in Q1 2026, an estimated $4.01K.
  • First Citizens BancShares made up 0.03% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #223 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Citizens BancShares in Q3 2025 and has held it in 3 quarters since.
  • Retirement Planning Group (Kansas)'s First Citizens BancShares position peaked at $964K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.