Vestmark Advisory Solutions’s First Citizens BancShares FCNCA Stock Holding History

Vestmark Advisory Solutions’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	–	Sell	-111	Closed	-$238K	–	1353
2025 Q4	$238K	Buy	+111	New	+$209K	﹤0.01%	1163
2023 Q3	–	Sell	-297	Closed	-$381K	–	566
2023 Q2	$381K	Sell	297 -18	-6%	-$20.8K	0.01%	651
2023 Q1	$307K	Sell	315 -12	-4%	-$8.91K	0.01%	694
2022 Q4	$248K	Sell	327 -7	-2%	-$5.64K	0.01%	733
2022 Q3	$266K	Buy	+334	New	+$261K	0.01%	701

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vestmark Advisory Solutions's FCNCA Position: Q1 2026 in Review

Vestmark Advisory Solutions sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 111 shares — an estimated $238K sold.

Vestmark Advisory Solutions first reported a position in FCNCA in Q3 2022 and held it in 5 quarters. The position peaked at $381K in Q2 2023. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Vestmark Advisory Solutions reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Vestmark Advisory Solutions sold 111 First Citizens BancShares shares in Q1 2026, an estimated $238K.
Vestmark Advisory Solutions first reported a position in First Citizens BancShares in Q3 2022 and held it in 5 quarters.
Vestmark Advisory Solutions's First Citizens BancShares position peaked at $381K in Q2 2023.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.