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 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

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

Waverly Advisors's FCNCA Position: Q1 2026 in Review

Waverly Advisors increased its First Citizens BancShares (FCNCA) stake by 105% in Q1 2026, buying an estimated $3.03M and bringing the position to 2,949 shares worth $5.56M. The position accounts for 0.04% of the portfolio, ranked #388.

Waverly Advisors first reported a position in FCNCA in Q3 2023 and has held it in 11 quarters since. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Waverly Advisors held 2,949 shares of First Citizens BancShares worth $5.56M as of Q1 2026.
Waverly Advisors bought 1,508 First Citizens BancShares shares in Q1 2026, an estimated $3.03M.
First Citizens BancShares made up 0.04% of Waverly Advisors's portfolio in Q1 2026, its #388 holding.
Waverly Advisors first reported a position in First Citizens BancShares in Q3 2023 and has held it in 11 quarters since.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.