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

Sendero 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 		$9.95M Buy
4,780
+217
+5% +$435K 0.99% 15
2026
Q1 		$8.6M Sell
4,563
-33
-0.7% -$66.2K 0.95% 19
2025
Q4 		$9.86M Buy
4,596
+33
+0.7% +$62.2K 1.09% 14
2025
Q3 		$8.16M Sell
4,563
-192
-4% -$379K 0.96% 19
2025
Q2 		$9.3M Buy
4,755
+137
+3% +$249K 1.16% 16
2025
Q1 		$8.56M Sell
4,618
-5
-0.1% -$10.2K 1.19% 20
2024
Q4 		$9.77M Sell
4,623
-19
-0.4% -$39.8K 1.46% 13
2024
Q3 		$8.55M Buy
4,642
+432
+10% +$824K 1.35% 16
2024
Q2 		$7.09M Buy
+4,210
New +$7.04M 1.19% 19

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

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

Sendero Wealth Management increased its First Citizens BancShares (FCNCA) stake by 4.8% in Q2 2026, buying an estimated $435K and bringing the position to 4,780 shares worth $9.95M. The position accounts for 0.99% of the portfolio, ranked #15.

Sendero Wealth Management first reported a position in FCNCA in Q2 2024 and has held it in 9 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Sendero Wealth Management held 4,780 shares of First Citizens BancShares worth $9.95M as of Q2 2026.
  • Sendero Wealth Management bought 217 First Citizens BancShares shares in Q2 2026, an estimated $435K.
  • First Citizens BancShares made up 0.99% of Sendero Wealth Management's portfolio in Q2 2026, its #15 holding.
  • Sendero Wealth Management first reported a position in First Citizens BancShares in Q2 2024 and has held it in 9 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Sendero Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.