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Vision Retirement’s First Citizens BancShares FCNCA Stock Holding History

Vision Retirement’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 		$39.8K Hold
19
– – 0.01% 260
2026
Q1 		$36K Hold
19
– – 0.01% 254
2025
Q4 		$40.9K Buy
+19
New +$35.8K 0.01% 252

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vision Retirement's FCNCA Position: Q2 2026 in Review

Vision Retirement held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 19 shares worth $39.8K. The position accounts for 0.01% of the portfolio, ranked #260.

Vision Retirement first reported a position in FCNCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $40.9K in Q4 2025. 586 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Vision Retirement held 19 shares of First Citizens BancShares worth $39.8K as of Q2 2026.
  • Vision Retirement left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up 0.01% of Vision Retirement's portfolio in Q2 2026, its #260 holding.
  • Vision Retirement first reported a position in First Citizens BancShares in Q4 2025 and has held it in 3 quarters since.
  • Vision Retirement's First Citizens BancShares position peaked at $40.9K in Q4 2025.
  • 586 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.