Western Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Western Wealth Management’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	$1.65M	Hold	793	–	–	0.05%	348
2026 Q1	$1.49M	Hold	793	–	–	0.06%	338
2025 Q4	$1.7M	Hold	793	–	–	0.08%	243
2025 Q3	$1.42M	Sell	793 -94	-11%	-$185K	0.07%	237
2025 Q2	$1.74M	Hold	887	–	–	0.1%	190
2025 Q1	$1.64M	Buy	+887	New	+$1.81M	0.11%	189

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

Western Wealth Management's FCNCA Position: Q2 2026 in Review

Western Wealth Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 793 shares worth $1.65M. The position accounts for 0.05% of the portfolio, ranked #348.

Western Wealth Management first reported a position in FCNCA in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Western Wealth Management held 793 shares of First Citizens BancShares worth $1.65M as of Q2 2026.
Western Wealth Management left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.05% of Western Wealth Management's portfolio in Q2 2026, its #348 holding.
Western Wealth Management first reported a position in First Citizens BancShares in Q1 2025 and has held it in 6 quarters since.
Western Wealth Management's First Citizens BancShares position peaked at $1.74M in Q2 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.