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 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

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

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

Ritholtz Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 6.2% in Q1 2026, selling an estimated $28.1K and leaving 213 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #868.

Ritholtz Wealth Management first reported a position in FCNCA in Q3 2023 and has held it in 11 quarters since. The position peaked at $644K in Q1 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Ritholtz Wealth Management held 213 shares of First Citizens BancShares worth $402K as of Q1 2026.
Ritholtz Wealth Management sold 14 First Citizens BancShares shares in Q1 2026, an estimated $28.1K.
First Citizens BancShares made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #868 holding.
Ritholtz Wealth Management first reported a position in First Citizens BancShares in Q3 2023 and has held it in 11 quarters since.
Ritholtz Wealth Management's First Citizens BancShares position peaked at $644K in Q1 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.