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Transamerica Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

Transamerica Financial Advisors’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 		$52.1K Buy
25
+1
+4% +$2K ﹤0.01% 692
2026
Q1 		$45.3K Buy
24
+9
+60% +$18.1K ﹤0.01% 659
2025
Q4 		$32.2K Sell
15
-1
-6% -$1.89K ﹤0.01% 616
2025
Q3 		$26.8K Buy
+16
New +$31.5K ﹤0.01% 558

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's FCNCA Position: Q2 2026 in Review

Transamerica Financial Advisors increased its First Citizens BancShares (FCNCA) stake by 4.2% in Q2 2026, buying an estimated $2K and bringing the position to 25 shares worth $52.1K. The position accounts for ﹤0.01% of the portfolio, ranked #692.

Transamerica Financial Advisors first reported a position in FCNCA in Q3 2025 and has held it in 4 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Transamerica Financial Advisors held 25 shares of First Citizens BancShares worth $52.1K as of Q2 2026.
  • Transamerica Financial Advisors bought 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
  • First Citizens BancShares made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #692 holding.
  • Transamerica Financial Advisors first reported a position in First Citizens BancShares in Q3 2025 and has held it in 4 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.