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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Transcend Capital Advisors's FCNCA Position: Q1 2026 in Review

Transcend Capital Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 157 shares — an estimated $337K sold.

Transcend Capital Advisors first reported a position in FCNCA in Q3 2022 and held it in 13 quarters. The position peaked at $380K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Transcend Capital Advisors reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Transcend Capital Advisors sold 157 First Citizens BancShares shares in Q1 2026, an estimated $337K.
Transcend Capital Advisors first reported a position in First Citizens BancShares in Q3 2022 and held it in 13 quarters.
Transcend Capital Advisors's First Citizens BancShares position peaked at $380K in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.