United Capital Financial Advisors’s First Citizens BancShares FCNCA Stock Holding History

United Capital Financial 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	$212K	Sell	102 -138	-58%	-$277K	﹤0.01%	1529
2026 Q1	$452K	Buy	+240	New	+$482K	﹤0.01%	1114
2023 Q3	–	Sell	-200	Closed	-$257K	–	856
2023 Q2	$257K	Buy	+200	New	+$231K	﹤0.01%	803
2023 Q1	–	Sell	-346	Closed	-$262K	–	996
2022 Q4	$262K	Sell	346 -96	-22%	-$77.3K	﹤0.01%	916
2022 Q3	$352K	Sell	442 -3	-0.7%	-$2.34K	﹤0.01%	858
2022 Q2	$291K	Buy	445 +7	+2%	+$4.56K	﹤0.01%	950
2022 Q1	$292K	Buy	438 +78	+22%	+$60.7K	﹤0.01%	994
2021 Q4	$299K	Hold	360	–	–	﹤0.01%	1026
2021 Q3	$304K	Hold	360	–	–	﹤0.01%	1001
2021 Q2	$300K	Hold	360	–	–	﹤0.01%	1023
2021 Q1	$301K	Buy	+360	New	+$261K	﹤0.01%	979

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

United Capital Financial Advisors's FCNCA Position: Q2 2026 in Review

United Capital Financial Advisors reduced its First Citizens BancShares (FCNCA) stake by 58% in Q2 2026, selling an estimated $277K and leaving 102 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #1529.

United Capital Financial Advisors first reported a position in FCNCA in Q1 2021 and has held it in 11 quarters since. The position peaked at $452K in Q1 2026. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

United Capital Financial Advisors held 102 shares of First Citizens BancShares worth $212K as of Q2 2026.
United Capital Financial Advisors sold 138 First Citizens BancShares shares in Q2 2026, an estimated $277K.
First Citizens BancShares made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1529 holding.
United Capital Financial Advisors first reported a position in First Citizens BancShares in Q1 2021 and has held it in 11 quarters since.
United Capital Financial Advisors's First Citizens BancShares position peaked at $452K in Q1 2026.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.