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Sound Income Strategies’s First Citizens BancShares FCNCA Stock Holding History

Sound Income Strategies’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 		– Sell
-2
Closed -$3.8K – 1087
2026
Q1 		$3.8K Hold
2
– – ﹤0.01% 1938
2025
Q4 		$4.34K Buy
+2
New +$3.77K ﹤0.01% 1871
2023
Q3 		– Sell
-3
Closed -$3.85K – 1175
2023
Q2 		$3.85K Hold
3
– – ﹤0.01% 788
2023
Q1 		$2.92K Buy
+3
New +$2.23K ﹤0.01% 781

Other funds holding FCNCA

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $3.64B AUM 15.78% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $692M AUM 5% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sound Income Strategies's FCNCA Position: Q2 2026 in Review

Sound Income Strategies sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 2 shares — an estimated $3.8K sold.

Sound Income Strategies first reported a position in FCNCA in Q1 2023 and held it in 4 quarters. The position peaked at $4.34K in Q4 2025. 244 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Sound Income Strategies reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 2 First Citizens BancShares shares in Q2 2026, an estimated $3.8K.
  • Sound Income Strategies first reported a position in First Citizens BancShares in Q1 2023 and held it in 4 quarters.
  • Sound Income Strategies's First Citizens BancShares position peaked at $4.34K in Q4 2025.
  • 244 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.