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Sunbelt Securities’s First Citizens BancShares FCNCA Stock Holding History

Sunbelt Securities’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 		$942K Hold
500
– – 0.06% 271
2025
Q4 		$1.07M Buy
500
+48
+11% +$90.5K 0.07% 227
2025
Q3 		$809K Buy
+452
New +$891K 0.06% 289

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

Sunbelt Securities's FCNCA Position: Q1 2026 in Review

Sunbelt Securities held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 500 shares worth $942K. The position accounts for 0.06% of the portfolio, ranked #271.

Sunbelt Securities first reported a position in FCNCA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.07M in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Sunbelt Securities held 500 shares of First Citizens BancShares worth $942K as of Q1 2026.
  • Sunbelt Securities left its First Citizens BancShares share count unchanged in Q1 2026.
  • First Citizens BancShares made up 0.06% of Sunbelt Securities's portfolio in Q1 2026, its #271 holding.
  • Sunbelt Securities first reported a position in First Citizens BancShares in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's First Citizens BancShares position peaked at $1.07M in Q4 2025.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.