Wealthspire Advisors (New York)’s First Citizens BancShares FCNCA Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-199	Closed	-$427K	–	993
2025 Q4	$427K	Buy	199 +167	+522%	+$315K	﹤0.01%	663
2025 Q3	$57.3K	Buy	+32	New	+$63.1K	﹤0.01%	1194
2022 Q4	–	Sell	-547	Closed	-$436K	–	589
2022 Q3	$436K	Sell	547 -1,500	-73%	-$1.17M	0.01%	360
2022 Q2	$1.34M	Hold	2,047	–	–	0.03%	185
2022 Q1	$1.36M	Buy	+2,047	New	+$1.59M	0.03%	160

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s FCNCA Position: Q1 2026 in Review

Wealthspire Advisors (New York) sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 199 shares — an estimated $427K sold.

Wealthspire Advisors (New York) first reported a position in FCNCA in Q1 2022 and held it in 5 quarters. The position peaked at $1.36M in Q1 2022. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Wealthspire Advisors (New York) reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Wealthspire Advisors (New York) sold 199 First Citizens BancShares shares in Q1 2026, an estimated $427K.
Wealthspire Advisors (New York) first reported a position in First Citizens BancShares in Q1 2022 and held it in 5 quarters.
Wealthspire Advisors (New York)'s First Citizens BancShares position peaked at $1.36M in Q1 2022.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.