Verdence Capital Advisors’s First Citizens BancShares FCNCA Stock Holding History

Verdence Capital 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	$320K	Sell	170 -6	-3%	-$12K	0.02%	515
2025 Q4	$378K	Buy	176 +2	+1%	+$3.77K	0.02%	495
2025 Q3	$311K	Sell	174 -3	-2%	-$5.91K	0.02%	583
2025 Q2	$346K	Buy	177 +2	+1%	+$3.63K	0.02%	517
2025 Q1	$324K	Buy	175 +2	+1%	+$4.07K	0.02%	511
2024 Q4	$366K	Buy	173 +7	+4%	+$14.7K	0.03%	435
2024 Q3	$306K	Sell	166 -1	-0.6%	-$1.91K	0.02%	514
2024 Q2	$281K	Sell	167 -6	-3%	-$10K	0.03%	496
2024 Q1	$283K	Sell	173 -1	-0.6%	-$1.5K	0.03%	495
2023 Q4	$247K	Sell	174 -8	-4%	-$11.2K	0.02%	510
2023 Q3	$251K	Buy	182 +22	+14%	+$30.2K	0.03%	487
2023 Q2	$205K	Buy	+160	New	+$185K	0.02%	509

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Verdence Capital Advisors's FCNCA Position: Q1 2026 in Review

Verdence Capital Advisors reduced its First Citizens BancShares (FCNCA) stake by 3.4% in Q1 2026, selling an estimated $12K and leaving 170 shares worth $320K. The position accounts for 0.02% of the portfolio, ranked #515.

Verdence Capital Advisors first reported a position in FCNCA in Q2 2023 and has held it in 12 quarters since. The position peaked at $378K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Verdence Capital Advisors held 170 shares of First Citizens BancShares worth $320K as of Q1 2026.
Verdence Capital Advisors sold 6 First Citizens BancShares shares in Q1 2026, an estimated $12K.
First Citizens BancShares made up 0.02% of Verdence Capital Advisors's portfolio in Q1 2026, its #515 holding.
Verdence Capital Advisors first reported a position in First Citizens BancShares in Q2 2023 and has held it in 12 quarters since.
Verdence Capital Advisors's First Citizens BancShares position peaked at $378K in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.