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TD Private Client Wealth’s First Citizens BancShares FCNCA Stock Holding History

TD Private Client Wealth’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 		$1.61M Buy
776
+9
+1% +$18K 0.03% 306
2026
Q1 		$1.45M Sell
767
-325
-30% -$652K 0.03% 306
2025
Q4 		$2.34M Buy
1,092
+56
+5% +$106K 0.05% 230
2025
Q3 		$1.85M Buy
1,036
+15
+1% +$29.6K 0.04% 252
2025
Q2 		$2M Buy
1,021
+13
+1% +$23.6K 0.05% 239
2025
Q1 		$1.87M Buy
1,008
+20
+2% +$40.7K 0.05% 237
2024
Q4 		$2.09M Sell
988
-19
-2% -$39.8K 0.06% 224
2024
Q3 		$1.85M Buy
1,007
+10
+1% +$19.1K 0.05% 255
2024
Q2 		$1.68M Sell
997
-131
-12% -$219K 0.05% 265
2024
Q1 		$1.84M Buy
1,128
+65
+6% +$97.8K 0.06% 251
2023
Q4 		$1.51M Sell
1,063
-18
-2% -$25.3K 0.05% 267
2023
Q3 		$1.49M Sell
1,081
-55
-5% -$75.6K 0.06% 256
2023
Q2 		$1.46M Sell
1,136
-38
-3% -$44K 0.06% 272
2023
Q1 		$1.14M Sell
1,174
-24
-2% -$17.8K 0.05% 311
2022
Q4 		$909K Sell
1,198
-1
-0.1% -$805 0.04% 338
2022
Q3 		$956K Buy
+1,199
New +$937K 0.05% 316
2022
Q2 		– Sell
-35
Closed -$23.3K – 1242
2022
Q1 		$23.3K Buy
+35
New +$27.3K ﹤0.01% 922

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

TD Private Client Wealth's FCNCA Position: Q2 2026 in Review

TD Private Client Wealth increased its First Citizens BancShares (FCNCA) stake by 1.2% in Q2 2026, buying an estimated $18K and bringing the position to 776 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #306.

TD Private Client Wealth first reported a position in FCNCA in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.34M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • TD Private Client Wealth held 776 shares of First Citizens BancShares worth $1.61M as of Q2 2026.
  • TD Private Client Wealth bought 9 First Citizens BancShares shares in Q2 2026, an estimated $18K.
  • First Citizens BancShares made up 0.03% of TD Private Client Wealth's portfolio in Q2 2026, its #306 holding.
  • TD Private Client Wealth first reported a position in First Citizens BancShares in Q1 2022 and has held it in 17 quarters since.
  • TD Private Client Wealth's First Citizens BancShares position peaked at $2.34M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.