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Rialto Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Rialto 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 		$3.77K Hold
2
– – ﹤0.01% 651
2025
Q4 		$4.29K Hold
2
– – ﹤0.01% 538
2025
Q3 		$3.58K Hold
2
– – ﹤0.01% 529
2025
Q2 		$3.91K Buy
2
+1
+100% +$1.81K ﹤0.01% 486
2025
Q1 		$1.85K Buy
+1
New +$2.04K ﹤0.01% 549

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

Rialto Wealth Management's FCNCA Position: Q1 2026 in Review

Rialto Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 2 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #651.

Rialto Wealth Management first reported a position in FCNCA in Q1 2025 and has held it in 5 quarters since. The position peaked at $4.29K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Rialto Wealth Management held 2 shares of First Citizens BancShares worth $3.77K as of Q1 2026.
  • Rialto Wealth Management left its First Citizens BancShares share count unchanged in Q1 2026.
  • First Citizens BancShares made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #651 holding.
  • Rialto Wealth Management first reported a position in First Citizens BancShares in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's First Citizens BancShares position peaked at $4.29K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.