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

Smith Salley 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	$1.56M	Sell	752 -5	-0.7%	-$10K	0.07%	132
2026 Q1	$1.43M	Hold	757	–	–	0.07%	136
2025 Q4	$1.62M	Hold	757	–	–	0.08%	131
2025 Q3	$1.35M	Hold	757	–	–	0.07%	132
2025 Q2	$1.48M	Hold	757	–	–	0.09%	128
2025 Q1	$1.4M	Sell	757 -3	-0.4%	-$6.11K	0.09%	122
2024 Q4	$1.61M	Hold	760	–	–	0.1%	119
2024 Q3	$1.4M	Hold	760	–	–	0.09%	122
2024 Q2	$1.28M	Hold	760	–	–	0.09%	121
2024 Q1	$1.24M	Buy	760 +3	+0.4%	+$4.51K	0.1%	116
2023 Q4	$1.07M	Sell	757 -5	-0.7%	-$7.02K	0.07%	134
2023 Q3	$1.05M	Buy	762 +404	+113%	+$555K	0.08%	122
2023 Q2	$459K	Buy	358 +8	+2%	+$9.25K	0.03%	177
2023 Q1	$341K	Hold	350	–	–	0.03%	189
2022 Q4	$265K	Hold	350	–	–	0.02%	197
2022 Q3	$279K	Hold	350	–	–	0.03%	191
2022 Q2	$229K	Hold	350	–	–	0.02%	204
2022 Q1	$233K	Hold	350	–	–	0.02%	219
2021 Q4	$290K	Hold	350	–	–	0.02%	213
2021 Q3	$295K	Hold	350	–	–	0.02%	212
2021 Q2	$291K	Hold	350	–	–	0.02%	219
2021 Q1	$293K	Hold	350	–	–	0.03%	211
2020 Q4	$201K	Buy	+350	New	+$177K	0.02%	208
2018 Q3	–	Sell	-500	Closed	-$202K	–	190
2018 Q2	$202K	Hold	500	–	–	0.03%	176
2018 Q1	$207K	Hold	500	–	–	0.04%	170
2017 Q4	$202K	Buy	+500	New	+$201K	0.04%	177
2017 Q1	–	Sell	-1,000	Closed	-$355K	–	179
2016 Q4	$355K	Hold	1,000	–	–	0.07%	120
2016 Q3	$294K	Hold	1,000	–	–	0.07%	128
2016 Q2	$259K	Hold	1,000	–	–	0.06%	134
2016 Q1	$251K	Hold	1,000	–	–	0.06%	133
2015 Q4	$258K	Hold	1,000	–	–	0.06%	134
2015 Q3	$226K	Sell	1,000 -200	-17%	-$49K	0.06%	140
2015 Q2	$316K	Hold	1,200	–	–	0.08%	128
2015 Q1	$312K	Hold	1,200	–	–	0.08%	134
2014 Q4	$303K	Hold	1,200	–	–	0.08%	138
2014 Q3	$260K	Sell	1,200 -300	-20%	-$67.7K	0.07%	152
2014 Q2	$368K	Sell	1,500 -250	-14%	-$58.3K	0.1%	142
2014 Q1	$421K	Sell	1,750 -250	-13%	-$56.2K	0.26%	75
2013 Q4	$445K	Hold	2,000	–	–	0.29%	65
2013 Q3	$411K	Hold	2,000	–	–	0.33%	53
2013 Q2	$384K	Buy	+2,000	New	+$384K	0.31%	59

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

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

Smith Salley Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 0.66% in Q2 2026, selling an estimated $10K and leaving 752 shares worth $1.56M. The position accounts for 0.07% of the portfolio, ranked #132.

Smith Salley Wealth Management first reported a position in FCNCA in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.62M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Smith Salley Wealth Management held 752 shares of First Citizens BancShares worth $1.56M as of Q2 2026.
Smith Salley Wealth Management sold 5 First Citizens BancShares shares in Q2 2026, an estimated $10K.
First Citizens BancShares made up 0.07% of Smith Salley Wealth Management's portfolio in Q2 2026, its #132 holding.
Smith Salley Wealth Management first reported a position in First Citizens BancShares in Q2 2013 and has held it in 41 quarters since.
Smith Salley Wealth Management's First Citizens BancShares position peaked at $1.62M in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.