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

Ritholtz 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
Q2 		$441K Sell
212
-1
-0.5% -$2K 0.01% 902
2026
Q1 		$402K Sell
213
-14
-6% -$28.1K 0.01% 868
2025
Q4 		$487K Sell
227
-6
-3% -$11.3K 0.01% 726
2025
Q3 		$417K Sell
233
-3
-1% -$5.91K 0.01% 734
2025
Q2 		$462K Sell
236
-37
-14% -$67.1K 0.01% 664
2025
Q1 		$506K Sell
273
-6
-2% -$12.2K 0.02% 585
2024
Q4 		$590K Sell
279
-28
-9% -$58.7K 0.02% 516
2024
Q3 		$565K Sell
307
-61
-17% -$116K 0.02% 528
2024
Q2 		$620K Sell
368
-26
-7% -$43.5K 0.02% 456
2024
Q1 		$644K Sell
394
-34
-8% -$51.1K 0.02% 467
2023
Q4 		$607K Buy
428
+64
+18% +$89.9K 0.02% 447
2023
Q3 		$502K Buy
+364
New +$500K 0.02% 458

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

Ritholtz Wealth Management's FCNCA Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 0.47% in Q2 2026, selling an estimated $2K and leaving 212 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #902.

Ritholtz Wealth Management first reported a position in FCNCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $644K in Q1 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Ritholtz Wealth Management held 212 shares of First Citizens BancShares worth $441K as of Q2 2026.
  • Ritholtz Wealth Management sold 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
  • First Citizens BancShares made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #902 holding.
  • Ritholtz Wealth Management first reported a position in First Citizens BancShares in Q3 2023 and has held it in 12 quarters since.
  • Ritholtz Wealth Management's First Citizens BancShares position peaked at $644K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.