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

Sunrise 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
Q2 		$2.08K Hold
1
– – ﹤0.01% 384
2026
Q1 		$1.89K Hold
1
– – ﹤0.01% 412
2025
Q4 		$2.15K Buy
+1
New +$1.89K ﹤0.01% 348

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Sunrise Financial Services's FCNCA Position: Q2 2026 in Review

Sunrise Financial Services held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 1 share worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

Sunrise Financial Services first reported a position in FCNCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.15K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Sunrise Financial Services held 1 share of First Citizens BancShares worth $2.08K as of Q2 2026.
  • Sunrise Financial Services left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #384 holding.
  • Sunrise Financial Services first reported a position in First Citizens BancShares in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's First Citizens BancShares position peaked at $2.15K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.