WealthShield Partners’s First Citizens BancShares FCNCA Stock Holding History

WealthShield Partners’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	$732K	Hold	352	–	–	0.11%	142
2026 Q1	$663K	Hold	352	–	–	0.07%	222
2025 Q4	$755K	Sell	352 -7	-2%	-$13.2K	0.08%	208
2025 Q3	$642K	Hold	359	–	–	0.07%	218
2025 Q2	$702K	Hold	359	–	–	0.08%	204
2025 Q1	$666K	Buy	359 +11	+3%	+$22.4K	0.09%	200
2024 Q4	$735K	Hold	348	–	–	0.1%	181
2024 Q3	$641K	Hold	348	–	–	0.09%	191
2024 Q2	$586K	Buy	348 +140	+67%	+$234K	0.09%	188
2024 Q1	$340K	Hold	208	–	–	0.06%	221
2023 Q4	$295K	Buy	+208	New	+$292K	0.05%	241

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

WealthShield Partners's FCNCA Position: Q2 2026 in Review

WealthShield Partners held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 352 shares worth $732K. The position accounts for 0.11% of the portfolio, ranked #142.

WealthShield Partners first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $755K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

WealthShield Partners held 352 shares of First Citizens BancShares worth $732K as of Q2 2026.
WealthShield Partners left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.11% of WealthShield Partners's portfolio in Q2 2026, its #142 holding.
WealthShield Partners first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
WealthShield Partners's First Citizens BancShares position peaked at $755K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.