Sowell Financial Services’s First Citizens BancShares FCNCA Stock Holding History

Sowell Financial Services’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	–	Sell	-561	Closed	-$1.2M	–	1144
2025 Q4	$1.2M	Buy	561 +25	+5%	+$47.1K	0.04%	393
2025 Q3	$958K	Buy	536 +21	+4%	+$41.4K	0.04%	435
2025 Q2	$1.01M	Buy	515 +25	+5%	+$45.4K	0.04%	410
2025 Q1	$908K	Buy	+490	New	+$998K	0.04%	414
2019 Q4	–	Sell	-12	Closed	-$6K	–	2554
2019 Q3	$6K	Buy	+12	New	+$5.46K	﹤0.01%	1685

Other funds holding FCNCA

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sowell Financial Services's FCNCA Position: Q1 2026 in Review

Sowell Financial Services sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 561 shares — an estimated $1.2M sold.

Sowell Financial Services first reported a position in FCNCA in Q3 2019 and held it in 5 quarters. The position peaked at $1.2M in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Sowell Financial Services reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Sowell Financial Services sold 561 First Citizens BancShares shares in Q1 2026, an estimated $1.2M.
Sowell Financial Services first reported a position in First Citizens BancShares in Q3 2019 and held it in 5 quarters.
Sowell Financial Services's First Citizens BancShares position peaked at $1.2M in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Sowell Financial Services's 13F filing for Q1 2026, filed 20 Apr 2026.