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

SHP 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 		$3.77K Buy
2
+1
+100% +$2.01K ﹤0.01% 1137
2025
Q4 		$2.15K Buy
+1
New +$1.89K ﹤0.01% 1119

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SHP Wealth Management increased its First Citizens BancShares (FCNCA) stake by 100% in Q1 2026, buying an estimated $2.01K and bringing the position to 2 shares worth $3.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1137.

SHP Wealth Management first reported a position in FCNCA in Q4 2025 and has held it in 2 quarters since. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • SHP Wealth Management held 2 shares of First Citizens BancShares worth $3.77K as of Q1 2026.
  • SHP Wealth Management bought 1 First Citizens BancShares share in Q1 2026, an estimated $2.01K.
  • First Citizens BancShares made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1137 holding.
  • SHP Wealth Management first reported a position in First Citizens BancShares in Q4 2025 and has held it in 2 quarters since.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.