Transcend Capital Advisors’s First Citizens BancShares FCNCA Stock Holding History

Transcend Capital 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	$235K	Buy	+113	New	+$227K	0.02%	717
2026 Q1	–	Sell	-157	Closed	-$337K	–	739
2025 Q4	$337K	Sell	157 -25	-14%	-$47.1K	0.03%	492
2025 Q3	$326K	Sell	182 -1	-0.5%	-$1.97K	0.02%	505
2025 Q2	$358K	Buy	183 +3	+2%	+$5.44K	0.03%	405
2025 Q1	$334K	Hold	180	–	–	0.02%	450
2024 Q4	$380K	Buy	180 +8	+5%	+$16.8K	0.03%	392
2024 Q3	$317K	Hold	172	–	–	0.02%	468
2024 Q2	$290K	Hold	172	–	–	0.02%	466
2024 Q1	$281K	Hold	172	–	–	0.02%	426
2023 Q4	$244K	Sell	172 -2	-1%	-$2.81K	0.02%	423
2023 Q3	$240K	Sell	174 -10	-5%	-$13.7K	0.02%	413
2023 Q2	$236K	Sell	184 -28	-13%	-$32.4K	0.02%	423
2023 Q1	$206K	Buy	+212	New	+$157K	0.02%	443
2022 Q4	–	Sell	-293	Closed	-$234K	–	504
2022 Q3	$234K	Buy	+293	New	+$229K	0.03%	409

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Transcend Capital Advisors's FCNCA Position: Q2 2026 in Review

Transcend Capital Advisors opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 113 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #717 among its holdings. This is a return to the name: Transcend Capital Advisors previously reported a position in FCNCA as recently as Q4 2025.

Transcend Capital Advisors first reported a position in FCNCA in Q3 2022 and has held it in 14 quarters since. The position peaked at $380K in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Transcend Capital Advisors held 113 shares of First Citizens BancShares worth $235K as of Q2 2026.
First Citizens BancShares was a new Transcend Capital Advisors position in Q2 2026.
First Citizens BancShares made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #717 holding.
Transcend Capital Advisors first reported a position in First Citizens BancShares in Q3 2022 and has held it in 14 quarters since.
Transcend Capital Advisors's First Citizens BancShares position peaked at $380K in Q4 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.