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 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

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

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

Sendero Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 0.72% in Q1 2026, selling an estimated $66.2K and leaving 4,563 shares worth $8.6M. The position accounts for 0.95% of the portfolio, ranked #19.

Sendero Wealth Management first reported a position in FCNCA in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.86M in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Sendero Wealth Management held 4,563 shares of First Citizens BancShares worth $8.6M as of Q1 2026.
Sendero Wealth Management sold 33 First Citizens BancShares shares in Q1 2026, an estimated $66.2K.
First Citizens BancShares made up 0.95% of Sendero Wealth Management's portfolio in Q1 2026, its #19 holding.
Sendero Wealth Management first reported a position in First Citizens BancShares in Q2 2024 and has held it in 8 quarters since.
Sendero Wealth Management's First Citizens BancShares position peaked at $9.86M in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Sendero Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.