Whipplewood Advisors’s First Citizens BancShares FCNCA Stock Holding History

Whipplewood 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 Q2	–	Sell	-1	Closed	-$1.89K	–	800
2026 Q1	$1.89K	Buy	+1	New	+$2.01K	﹤0.01%	773
2025 Q3	–	Sell	-1	Closed	-$1.96K	–	609
2025 Q2	$1.96K	Sell	1 -109	-99%	-$198K	﹤0.01%	885
2025 Q1	$1.85K	Buy	110 +109	+10,900%	+$222K	﹤0.01%	904
2024 Q4	$2.11K	Buy	+1	New	+$2.1K	﹤0.01%	863

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

Whipplewood Advisors's FCNCA Position: Q2 2026 in Review

Whipplewood Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 1 share — an estimated $1.89K sold.

Whipplewood Advisors first reported a position in FCNCA in Q4 2024 and held it in 4 quarters. The position peaked at $2.11K in Q4 2024. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Whipplewood Advisors reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 1 First Citizens BancShares share in Q2 2026, an estimated $1.89K.
Whipplewood Advisors first reported a position in First Citizens BancShares in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's First Citizens BancShares position peaked at $2.11K in Q4 2024.
624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.