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

Spire 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 		– Sell
-8
Closed -$17.2K – 2312
2025
Q4 		$17.2K Hold
8
– – ﹤0.01% 1538
2025
Q3 		$14.3K Buy
8
+5
+167% +$9.86K ﹤0.01% 1630
2025
Q2 		$5.87K Sell
3
-2
-40% -$3.63K ﹤0.01% 1896
2025
Q1 		$9.27K Sell
5
-3
-38% -$6.11K ﹤0.01% 1853
2024
Q4 		$17K Hold
8
– – ﹤0.01% 1675
2024
Q3 		$14.7K Hold
8
– – ﹤0.01% 1530
2024
Q2 		$13.5K Buy
+8
New +$13.4K ﹤0.01% 1553
2024
Q1 		– Sell
-8
Closed -$11.3K – 2338
2023
Q4 		$11.3K Hold
8
– – ﹤0.01% 1725
2023
Q3 		$11K Hold
8
– – ﹤0.01% 1702
2023
Q2 		$10.3K Sell
8
-2
-20% -$2.31K ﹤0.01% 1810
2023
Q1 		$9.73K Buy
+10
New +$7.43K ﹤0.01% 1853
2022
Q3 		– Sell
-376
Closed -$246K – 2311
2022
Q2 		$246K Buy
376
+16
+4% +$10.4K 0.01% 691
2022
Q1 		$240K Buy
+360
New +$280K 0.01% 813

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Spire Wealth Management sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 8 shares — an estimated $17.2K sold.

Spire Wealth Management first reported a position in FCNCA in Q1 2022 and held it in 13 quarters. The position peaked at $246K in Q2 2022. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Spire Wealth Management reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 8 First Citizens BancShares shares in Q1 2026, an estimated $17.2K.
  • Spire Wealth Management first reported a position in First Citizens BancShares in Q1 2022 and held it in 13 quarters.
  • Spire Wealth Management's First Citizens BancShares position peaked at $246K in Q2 2022.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.