U.S. Capital Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

U.S. Capital 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 Q1	$2.35M	Buy	1,247 +42	+3%	+$84.3K	0.06%	320
2025 Q4	$2.59M	Buy	1,205 +200	+20%	+$377K	0.07%	281
2025 Q3	$1.8M	Buy	1,005 +2	+0.2%	+$3.94K	0.05%	353
2025 Q2	$1.96M	Hold	1,003	–	–	0.06%	301
2025 Q1	$1.86M	Buy	1,003 +3	+0.3%	+$6.11K	0.06%	306
2024 Q4	$2.11M	Hold	1,000	–	–	0.07%	290
2024 Q3	$1.84M	Hold	1,000	–	–	0.06%	260
2024 Q2	$1.68M	Hold	1,000	–	–	0.06%	267
2024 Q1	$1.64M	Hold	1,000	–	–	0.06%	266
2023 Q4	$1.42M	Hold	1,000	–	–	0.06%	279
2023 Q3	$1.38M	Buy	+1,000	New	+$1.37M	0.06%	261

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

U.S. Capital Wealth Advisors's FCNCA Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its First Citizens BancShares (FCNCA) stake by 3.5% in Q1 2026, buying an estimated $84.3K and bringing the position to 1,247 shares worth $2.35M. The position accounts for 0.06% of the portfolio, ranked #320.

U.S. Capital Wealth Advisors first reported a position in FCNCA in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.59M in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

U.S. Capital Wealth Advisors held 1,247 shares of First Citizens BancShares worth $2.35M as of Q1 2026.
U.S. Capital Wealth Advisors bought 42 First Citizens BancShares shares in Q1 2026, an estimated $84.3K.
First Citizens BancShares made up 0.06% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #320 holding.
U.S. Capital Wealth Advisors first reported a position in First Citizens BancShares in Q3 2023 and has held it in 11 quarters since.
U.S. Capital Wealth Advisors's First Citizens BancShares position peaked at $2.59M in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.