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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
Q2 		$1.58M Buy
758
+307
+68% +$616K 0.04% 180
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

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Retirement Planning Group (Kansas)'s FCNCA Position: Q2 2026 in Review

Retirement Planning Group (Kansas) increased its First Citizens BancShares (FCNCA) stake by 68% in Q2 2026, buying an estimated $616K and bringing the position to 758 shares worth $1.58M. The position accounts for 0.04% of the portfolio, ranked #180.

Retirement Planning Group (Kansas) first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Retirement Planning Group (Kansas) held 758 shares of First Citizens BancShares worth $1.58M as of Q2 2026.
  • Retirement Planning Group (Kansas) bought 307 First Citizens BancShares shares in Q2 2026, an estimated $616K.
  • First Citizens BancShares made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q2 2026, its #180 holding.
  • Retirement Planning Group (Kansas) first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q2 2026, filed 5 Aug 2026.