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True Wealth Design’s First Citizens BancShares FCNCA Stock Holding History

True Wealth Design’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 		$2.08K Hold
1
– – ﹤0.01% 1674
2026
Q1 		$1.89K Hold
1
– – ﹤0.01% 1571
2025
Q4 		$2.15K Hold
1
– – ﹤0.01% 1426
2025
Q3 		$1.79K Hold
1
– – ﹤0.01% 1506
2025
Q2 		$1.96K Buy
+1
New +$1.81K ﹤0.01% 1195

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 $3.37T AUM 44.26% 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

True Wealth Design's FCNCA Position: Q2 2026 in Review

True Wealth Design held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 1 share worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1674.

True Wealth Design first reported a position in FCNCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15K in Q4 2025. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • True Wealth Design held 1 share of First Citizens BancShares worth $2.08K as of Q2 2026.
  • True Wealth Design left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1674 holding.
  • True Wealth Design first reported a position in First Citizens BancShares in Q2 2025 and has held it in 5 quarters since.
  • True Wealth Design's First Citizens BancShares position peaked at $2.15K in Q4 2025.
  • 624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.