Savvy Advisors Inc’s First Citizens BancShares FCNCA Stock Holding History

Savvy Advisors Inc’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	–	Sell	-103	Closed	-$221K	–	1159
2025 Q4	$221K	Buy	+103	New	+$194K	0.01%	913

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

Savvy Advisors Inc's FCNCA Position: Q1 2026 in Review

Savvy Advisors Inc sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 103 shares — an estimated $221K sold.

Savvy Advisors Inc first reported a position in FCNCA in Q4 2025 and held it in 1 quarter. The position peaked at $221K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Savvy Advisors Inc reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Savvy Advisors Inc sold 103 First Citizens BancShares shares in Q1 2026, an estimated $221K.
Savvy Advisors Inc first reported a position in First Citizens BancShares in Q4 2025 and held it in 1 quarter.
Savvy Advisors Inc's First Citizens BancShares position peaked at $221K in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.