TFA
FCNCA icon

Toth Financial Advisory’s First Citizens BancShares FCNCA Stock Holding History

Toth Financial Advisory’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
-14
Closed -$30K – 960
2025
Q4 		$30K Hold
14
– – ﹤0.01% 423
2025
Q3 		$25K Sell
14
-39
-74% -$76.9K ﹤0.01% 442
2025
Q2 		$104K Buy
53
+13
+33% +$23.6K 0.01% 239
2025
Q1 		$74.2K Buy
40
+29
+264% +$59.1K 0.01% 259
2024
Q4 		$23.2K Sell
11
-15
-58% -$31.4K ﹤0.01% 381
2024
Q3 		$47.9K Sell
26
-58
-69% -$111K 0.01% 300
2024
Q2 		$141K Buy
84
+15
+22% +$25.1K 0.02% 219
2024
Q1 		$113K Sell
69
-451
-87% -$678K 0.01% 227
2023
Q4 		$738K Buy
+520
New +$730K 0.1% 143
2022
Q1 		– Sell
-100
Closed -$83K – 743
2021
Q4 		$83K Hold
100
– – 0.01% 253
2021
Q3 		$84K Hold
100
– – 0.01% 258
2021
Q2 		$83K Hold
100
– – 0.01% 241
2021
Q1 		$84K Hold
100
– – 0.01% 244
2020
Q4 		$57K Buy
+100
New +$50.4K 0.01% 252

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

Toth Financial Advisory's FCNCA Position: Q1 2026 in Review

Toth Financial Advisory sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 14 shares — an estimated $30K sold.

Toth Financial Advisory first reported a position in FCNCA in Q4 2020 and held it in 14 quarters. The position peaked at $738K in Q4 2023. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Toth Financial Advisory reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Toth Financial Advisory sold 14 First Citizens BancShares shares in Q1 2026, an estimated $30K.
  • Toth Financial Advisory first reported a position in First Citizens BancShares in Q4 2020 and held it in 14 quarters.
  • Toth Financial Advisory's First Citizens BancShares position peaked at $738K in Q4 2023.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Toth Financial Advisory's 13F filing for Q1 2026, filed 16 Apr 2026.