Wealth Enhancement Advisory Services’s First Citizens BancShares FCNCA Stock Holding History

Wealth Enhancement Advisory Services’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	$2.93M	Buy	1,400 +43	+3%	+$86.2K	﹤0.01%	1335
2026 Q1	$2.59M	Sell	1,357 -3,478	-72%	-$6.98M	0.01%	1253
2025 Q4	$10.6M	Buy	4,835 +35	+0.7%	+$66K	0.01%	674
2025 Q3	$8.49M	Buy	4,800 +15	+0.3%	+$29.6K	0.01%	723
2025 Q2	$10M	Sell	4,785 -3	-0.1%	-$5.44K	0.02%	628
2025 Q1	$8.88M	Buy	4,788 +107	+2%	+$218K	0.02%	618
2024 Q4	$9.89M	Buy	4,681 +47	+1%	+$98.5K	0.02%	560
2024 Q3	$8.53M	Sell	4,634 -21	-0.5%	-$40.1K	0.02%	562
2024 Q2	$7.84M	Sell	4,655 -262	-5%	-$438K	0.02%	558
2024 Q1	$8.04M	Buy	4,917 +2	+0%	+$3.01K	0.02%	536
2023 Q4	$6.97M	Sell	4,915 -25	-0.5%	-$35.1K	0.02%	513
2023 Q3	$6.82M	Buy	+4,940	New	+$6.79M	0.02%	499

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Wealth Enhancement Advisory Services's FCNCA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its First Citizens BancShares (FCNCA) stake by 3.2% in Q2 2026, buying an estimated $86.2K and bringing the position to 1,400 shares worth $2.93M. The position accounts for ﹤0.01% of the portfolio, ranked #1335.

Wealth Enhancement Advisory Services first reported a position in FCNCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.6M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Wealth Enhancement Advisory Services held 1,400 shares of First Citizens BancShares worth $2.93M as of Q2 2026.
Wealth Enhancement Advisory Services bought 43 First Citizens BancShares shares in Q2 2026, an estimated $86.2K.
First Citizens BancShares made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1335 holding.
Wealth Enhancement Advisory Services first reported a position in First Citizens BancShares in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's First Citizens BancShares position peaked at $10.6M in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.