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Twin Peaks Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Twin Peaks Wealth 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 		– Sell
-3
Closed -$5.65K – 893
2026
Q1 		$5.65K Buy
+3
New +$6.02K ﹤0.01% 1338

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

Twin Peaks Wealth Advisors's FCNCA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 3 shares — an estimated $5.65K sold.

Twin Peaks Wealth Advisors first reported a position in FCNCA in Q1 2026 and held it in 1 quarter. The position peaked at $5.65K in Q1 2026. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 First Citizens BancShares shares in Q2 2026, an estimated $5.65K.
  • Twin Peaks Wealth Advisors first reported a position in First Citizens BancShares in Q1 2026 and held it in 1 quarter.
  • Twin Peaks Wealth Advisors's First Citizens BancShares position peaked at $5.65K in Q1 2026.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.