TritonPoint Wealth’s First Citizens BancShares FCNCA Stock Holding History

TritonPoint 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 Q1	$379K	Hold	201	–	–	0.04%	199
2025 Q4	$431K	Hold	201	–	–	0.04%	188
2025 Q3	$360K	Hold	201	–	–	0.03%	266
2025 Q2	$393K	Sell	201 -3	-1%	-$5.44K	0.04%	242
2025 Q1	$378K	Sell	204 -4	-2%	-$8.15K	0.04%	247
2024 Q4	$438K	Hold	208	–	–	0.04%	224
2024 Q3	$383K	Buy	208 +1	+0.5%	+$1.91K	0.04%	243
2024 Q2	$348K	Buy	207 +2	+1%	+$3.35K	0.03%	240
2024 Q1	$284K	Buy	205 +5	+3%	+$7.52K	0.03%	267
2023 Q4	$284K	Buy	+200	New	+$281K	0.03%	275

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

TritonPoint Wealth's FCNCA Position: Q1 2026 in Review

TritonPoint Wealth held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 201 shares worth $379K. The position accounts for 0.04% of the portfolio, ranked #199.

TritonPoint Wealth first reported a position in FCNCA in Q4 2023 and has held it in 10 quarters since. The position peaked at $438K in Q4 2024. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

TritonPoint Wealth held 201 shares of First Citizens BancShares worth $379K as of Q1 2026.
TritonPoint Wealth left its First Citizens BancShares share count unchanged in Q1 2026.
First Citizens BancShares made up 0.04% of TritonPoint Wealth's portfolio in Q1 2026, its #199 holding.
TritonPoint Wealth first reported a position in First Citizens BancShares in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's First Citizens BancShares position peaked at $438K in Q4 2024.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.