Stratos Wealth Partners’s First Citizens BancShares FCNCA Stock Holding History

Stratos Wealth Partners’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	$256K	Sell	135 -1	-0.7%	-$2.01K	﹤0.01%	1413
2025 Q4	$293K	Sell	136 -8	-6%	-$15.1K	﹤0.01%	1300
2025 Q3	$259K	Buy	144 +16	+13%	+$31.5K	﹤0.01%	1327
2025 Q2	$252K	Sell	128 -34	-21%	-$61.7K	﹤0.01%	1214
2025 Q1	$301K	Sell	162 -7	-4%	-$14.3K	﹤0.01%	1095
2024 Q4	$358K	Sell	169 -17	-9%	-$35.6K	0.01%	1071
2024 Q3	$344K	Buy	+186	New	+$355K	0.01%	1083
2020 Q4	–	Sell	-1,050	Closed	-$335K	–	1091
2020 Q3	$335K	Hold	1,050	–	–	0.01%	741
2020 Q2	$425K	Hold	1,050	–	–	0.02%	654
2020 Q1	$350K	Sell	1,050 -10	-0.9%	-$4.63K	0.02%	633
2019 Q4	$564K	Sell	1,060 -10	-0.9%	-$5.06K	0.02%	560
2019 Q3	$505K	Buy	1,070 +10	+0.9%	+$4.55K	0.02%	559
2019 Q2	$477K	Buy	1,060 +70	+7%	+$30.6K	0.02%	585
2019 Q1	$403K	Sell	990 -10	-1%	-$4.15K	0.02%	617
2018 Q4	$377K	Hold	1,000	–	–	0.02%	594
2018 Q3	$452K	Hold	1,000	–	–	0.02%	575
2018 Q2	$403K	Hold	1,000	–	–	0.02%	633
2018 Q1	$413K	Hold	1,000	–	–	0.02%	612
2017 Q4	$403K	Hold	1,000	–	–	0.02%	582
2017 Q3	$374K	Hold	1,000	–	–	0.02%	595
2017 Q2	$373K	Hold	1,000	–	–	0.02%	556
2017 Q1	$335K	Hold	1,000	–	–	0.02%	545
2016 Q4	$355K	Hold	1,000	–	–	0.02%	472
2016 Q3	$294K	Buy	+1,000	New	+$272K	0.02%	495

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's FCNCA Position: Q1 2026 in Review

Stratos Wealth Partners reduced its First Citizens BancShares (FCNCA) stake by 0.74% in Q1 2026, selling an estimated $2.01K and leaving 135 shares worth $256K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Stratos Wealth Partners first reported a position in FCNCA in Q3 2016 and has held it in 24 quarters since. The position peaked at $564K in Q4 2019. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Stratos Wealth Partners held 135 shares of First Citizens BancShares worth $256K as of Q1 2026.
Stratos Wealth Partners sold 1 First Citizens BancShares share in Q1 2026, an estimated $2.01K.
First Citizens BancShares made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q1 2026, its #1413 holding.
Stratos Wealth Partners first reported a position in First Citizens BancShares in Q3 2016 and has held it in 24 quarters since.
Stratos Wealth Partners's First Citizens BancShares position peaked at $564K in Q4 2019.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.