Sheets Smith Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Sheets Smith 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	$6.68M	Buy	3,210 +300	+10%	+$602K	0.67%	37
2026 Q1	$5.48M	Buy	2,910 +23	+0.8%	+$46.2K	0.62%	41
2025 Q4	$6.2M	Buy	2,887 +403	+16%	+$760K	0.68%	36
2025 Q3	$4.44M	Buy	2,484 +1,037	+72%	+$2.04M	0.5%	46
2025 Q2	$2.83M	Hold	1,447	–	–	0.33%	71
2025 Q1	$2.68M	Hold	1,447	–	–	0.33%	70
2024 Q4	$3.06M	Hold	1,447	–	–	0.37%	66
2024 Q3	$2.66M	Hold	1,447	–	–	0.33%	72
2024 Q2	$2.44M	Sell	1,447 -2,914	-67%	-$4.87M	0.29%	85
2024 Q1	$7.13M	Buy	4,361 +447	+11%	+$672K	0.8%	32
2023 Q4	$5.55M	Buy	3,914 +14	+0.4%	+$19.7K	0.79%	33
2023 Q3	$5.38M	Sell	3,900 -102	-3%	-$140K	0.82%	33
2023 Q2	$5.14M	Buy	4,002 +1,555	+64%	+$1.8M	0.75%	34
2023 Q1	$2.38M	Hold	2,447	–	–	0.36%	66
2022 Q4	$1.86M	Sell	2,447 -1,013	-29%	-$816K	0.29%	85
2022 Q3	$2.76M	Buy	3,460 +1,013	+41%	+$791K	0.46%	55
2022 Q2	$1.6M	Sell	2,447 -70	-3%	-$45.6K	0.26%	88
2022 Q1	$1.68M	Hold	2,517	–	–	0.23%	100
2021 Q4	$2.09M	Hold	2,517	–	–	0.26%	91
2021 Q3	$2.12M	Hold	2,517	–	–	0.29%	85
2021 Q2	$2.1M	Hold	2,517	–	–	0.28%	87
2021 Q1	$2.1M	Sell	2,517 -32	-1%	-$23.2K	0.31%	85
2020 Q4	$1.46M	Hold	2,549	–	–	0.22%	112
2020 Q3	$813K	Hold	2,549	–	–	0.14%	135
2020 Q2	$1.03M	Hold	2,549	–	–	0.21%	104
2020 Q1	$848K	Hold	2,549	–	–	0.18%	121
2019 Q4	$1.36M	Hold	2,549	–	–	0.26%	98
2019 Q3	$1.2M	Sell	2,549 -214	-8%	-$97.4K	0.25%	104
2019 Q2	$1.24M	Sell	2,763 -50	-2%	-$21.9K	0.26%	102
2019 Q1	$1.15M	Hold	2,813	–	–	0.25%	105
2018 Q4	$1.06M	Sell	2,813 -60	-2%	-$25.2K	0.29%	93
2018 Q3	$1.3M	Hold	2,873	–	–	0.27%	96
2018 Q2	$1.16M	Hold	2,873	–	–	0.27%	92
2018 Q1	$1.19M	Hold	2,873	–	–	0.29%	94
2017 Q4	$1.16M	Hold	2,873	–	–	0.27%	102
2017 Q3	$1.07M	Sell	2,873 -60	-2%	-$21.5K	0.27%	101
2017 Q2	$1.09M	Hold	2,933	–	–	0.29%	96
2017 Q1	$984K	Hold	2,933	–	–	0.26%	110
2016 Q4	$1.04M	Hold	2,933	–	–	0.29%	95
2016 Q3	$862K	Hold	2,933	–	–	0.24%	121
2016 Q2	$759K	Hold	2,933	–	–	0.22%	147
2016 Q1	$736K	Hold	2,933	–	–	0.23%	136
2015 Q4	$757K	Hold	2,933	–	–	0.23%	128
2015 Q3	$663K	Hold	2,933	–	–	0.22%	121
2015 Q2	$771K	Hold	2,933	–	–	0.21%	137
2015 Q1	$762K	Hold	2,933	–	–	0.21%	141
2014 Q4	$741K	Hold	2,933	–	–	0.19%	148
2014 Q3	$635K	Hold	2,933	–	–	0.17%	156
2014 Q2	$719K	Hold	2,933	–	–	0.19%	157
2014 Q1	$706K	Hold	2,933	–	–	0.2%	136
2013 Q4	$653K	Hold	2,933	–	–	0.18%	148
2013 Q3	$603K	Hold	2,933	–	–	0.2%	146
2013 Q2	$563K	Buy	+2,933	New	+$563K	0.19%	155

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

Sheets Smith Wealth Management's FCNCA Position: Q2 2026 in Review

Sheets Smith Wealth Management increased its First Citizens BancShares (FCNCA) stake by 10% in Q2 2026, buying an estimated $602K and bringing the position to 3,210 shares worth $6.68M. The position accounts for 0.67% of the portfolio, ranked #37.

Sheets Smith Wealth Management first reported a position in FCNCA in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.13M in Q1 2024. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Sheets Smith Wealth Management held 3,210 shares of First Citizens BancShares worth $6.68M as of Q2 2026.
Sheets Smith Wealth Management bought 300 First Citizens BancShares shares in Q2 2026, an estimated $602K.
First Citizens BancShares made up 0.67% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #37 holding.
Sheets Smith Wealth Management first reported a position in First Citizens BancShares in Q2 2013 and has held it in 53 quarters since.
Sheets Smith Wealth Management's First Citizens BancShares position peaked at $7.13M in Q1 2024.
624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.