Sequoia Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Sequoia Financial Advisors’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	$633K	Sell	304 -33	-10%	-$66.2K	﹤0.01%	1186
2026 Q1	$635K	Buy	337 +38	+13%	+$76.3K	﹤0.01%	1128
2025 Q4	$642K	Buy	299 +161	+117%	+$303K	﹤0.01%	1131
2025 Q3	$247K	Buy	138 +9	+7%	+$17.7K	﹤0.01%	1503
2025 Q2	$253K	Buy	129 +3	+2%	+$5.44K	﹤0.01%	1357
2025 Q1	$234K	Sell	126 -182	-59%	-$371K	﹤0.01%	1192
2024 Q4	$651K	Sell	308 -40	-11%	-$83.8K	0.01%	717
2024 Q3	$641K	Buy	348 +46	+15%	+$87.8K	0.01%	670
2024 Q2	$508K	Buy	302 +2	+0.7%	+$3.35K	0.01%	680
2024 Q1	$491K	Sell	300 -238	-44%	-$358K	0.01%	695
2023 Q4	$763K	Buy	538 +255	+90%	+$358K	0.01%	610
2023 Q3	$391K	Sell	283 -18	-6%	-$24.7K	0.01%	593
2023 Q2	$386K	Buy	+301	New	+$348K	0.01%	605

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Sequoia Financial Advisors's FCNCA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its First Citizens BancShares (FCNCA) stake by 9.8% in Q2 2026, selling an estimated $66.2K and leaving 304 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Sequoia Financial Advisors first reported a position in FCNCA in Q2 2023 and has held it in 13 quarters since. The position peaked at $763K in Q4 2023. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Sequoia Financial Advisors held 304 shares of First Citizens BancShares worth $633K as of Q2 2026.
Sequoia Financial Advisors sold 33 First Citizens BancShares shares in Q2 2026, an estimated $66.2K.
First Citizens BancShares made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1186 holding.
Sequoia Financial Advisors first reported a position in First Citizens BancShares in Q2 2023 and has held it in 13 quarters since.
Sequoia Financial Advisors's First Citizens BancShares position peaked at $763K in Q4 2023.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.