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 Q2	$385K	Sell	185 -16	-8%	-$32.1K	0.04%	209
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

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 $3.37T AUM 44.26% 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

TritonPoint Wealth's FCNCA Position: Q2 2026 in Review

TritonPoint Wealth reduced its First Citizens BancShares (FCNCA) stake by 8% in Q2 2026, selling an estimated $32.1K and leaving 185 shares worth $385K. The position accounts for 0.04% of the portfolio, ranked #209.

TritonPoint Wealth first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $438K in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

TritonPoint Wealth held 185 shares of First Citizens BancShares worth $385K as of Q2 2026.
TritonPoint Wealth sold 16 First Citizens BancShares shares in Q2 2026, an estimated $32.1K.
First Citizens BancShares made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #209 holding.
TritonPoint Wealth first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's First Citizens BancShares position peaked at $438K in Q4 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.