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Waverly Advisors’s First Citizens BancShares FCNCA Stock Holding History

Waverly 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 		$3.02M Sell
1,452
-1,497
-51% -$3M 0.02% 595
2026
Q1 		$5.56M Buy
2,949
+1,508
+105% +$3.03M 0.04% 388
2025
Q4 		$3.09M Buy
1,441
+4
+0.3% +$7.54K 0.03% 486
2025
Q3 		$2.57M Buy
1,437
+8
+0.6% +$15.8K 0.03% 463
2025
Q2 		$2.8M Buy
1,429
+1
+0.1% +$1.81K 0.03% 419
2025
Q1 		$2.65M Hold
1,428
– – 0.03% 419
2024
Q4 		$3.02M Buy
1,428
+3
+0.2% +$6.29K 0.05% 299
2024
Q3 		$2.62M Sell
1,425
-1
-0.1% -$1.91K 0.05% 287
2024
Q2 		$2.4M Hold
1,426
– – 0.05% 286
2024
Q1 		$2.33M Sell
1,426
-1
-0.1% -$1.5K 0.05% 234
2023
Q4 		$2.02M Buy
1,427
+1
+0.1% +$1.4K 0.08% 145
2023
Q3 		$1.97M Buy
+1,426
New +$1.96M 0.09% 134

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 $3.38T AUM 44.17% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Waverly Advisors's FCNCA Position: Q2 2026 in Review

Waverly Advisors reduced its First Citizens BancShares (FCNCA) stake by 51% in Q2 2026, selling an estimated $3M and leaving 1,452 shares worth $3.02M. The position accounts for 0.02% of the portfolio, ranked #595.

Waverly Advisors first reported a position in FCNCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $5.56M in Q1 2026. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Waverly Advisors held 1,452 shares of First Citizens BancShares worth $3.02M as of Q2 2026.
  • Waverly Advisors sold 1,497 First Citizens BancShares shares in Q2 2026, an estimated $3M.
  • First Citizens BancShares made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #595 holding.
  • Waverly Advisors first reported a position in First Citizens BancShares in Q3 2023 and has held it in 12 quarters since.
  • Waverly Advisors's First Citizens BancShares position peaked at $5.56M in Q1 2026.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.