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Ritter Daniher Financial Advisory’s First Citizens BancShares FCNCA Stock Holding History

Ritter Daniher Financial Advisory’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 		$10.4K Hold
5
– – ﹤0.01% 437
2026
Q1 		$9.42K Hold
5
– – ﹤0.01% 442
2025
Q4 		$10.7K Hold
5
– – ﹤0.01% 416
2025
Q3 		$8.95K Buy
+5
New +$9.86K ﹤0.01% 337

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

Ritter Daniher Financial Advisory's FCNCA Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 5 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #437.

Ritter Daniher Financial Advisory first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.7K in Q4 2025. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Ritter Daniher Financial Advisory held 5 shares of First Citizens BancShares worth $10.4K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #437 holding.
  • Ritter Daniher Financial Advisory first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • Ritter Daniher Financial Advisory's First Citizens BancShares position peaked at $10.7K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.