FCNCA — FIRST CITIZENS BANCSHARES INC COM CL A

Ownership history in AFFINITY WEALTH MANAGEMENT LLC  ·  17 quarters on record

AI Ownership Summary

AFFINITY WEALTH MANAGEMENT LLC reported FIRST CITIZENS BANCSHARES INC COM CL A (FCNCA) in 17 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.18% in 2024 Q4. The latest visible filing shows FCNCA at 0.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FCNCA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was AFFINITY WEALTH MANAGEMENT LLC's position in FIRST CITIZENS BANCSHARES INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FCNCA was reported at 0.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.18% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FCNCA stock page AFFINITY WEALTH MANAGEMENT LLC fund profile AFFINITY WEALTH MANAGEMENT LLC full holdings
How AFFINITY WEALTH MANAGEMENT LLC held FCNCA — position size vs. price
% of Fund (quarterly)    FCNCA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 534 -1 -0.2% 0.15% $1.0M 2026-04-10 $1989.75
2025 Q4 REDUCED 535 -2 -0.4% 0.16% $1.1M 2026-01-15 $2157.86
2025 Q3 ADDED 537 +32 +6.3% 0.14% $961K 2025-11-06 $1796.32
2025 Q2 REDUCED 505 -3 -0.6% 0.16% $988K 2025-07-15 $2074.35
2025 Q1 ADDED 508 +30 +6.3% 0.17% $942K 2025-04-11 $1650.55
2024 Q4 ADDED 478 +30 +6.7% 0.18% $1.0M 2025-01-21 $2219.68
2024 Q3 ADDED 448 +241 +116.4% 0.15% $825K 2024-10-11 $2009.02
2024 Q2 ADDED 207 +2 +1.0% 0.06% $349K 2024-07-31 $2073.50
2024 Q1 UNCHANGED 205 — 0% 0.06% $335K 2024-04-18 $1539.90
2023 Q4 UNCHANGED 205 — 0% 0.06% $291K 2024-01-11 $1386.31
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FCNCA

As of 2026 Q1 — sorted by position size

Trust Co of the South 0.29% DOVER ADVISORS, LLC 3Y 0.29% McCollum Christoferson Group LLC 3Y 7Y 0.21% First Bank & Trust 3Y 7Y 0.1% Legacy Wealth Asset Management, LLC 3Y 0.1% U.S. Capital Wealth Advisors, LLC 3Y 0.06% Ares Financial Consulting, LLC 0.04% DIVERSIFIED MANAGEMENT INC 0.04% Central Pacific Bank - Trust Division 0.03% Quantum Financial Advisors, LLC 3Y 0.03%

FAQ About AFFINITY WEALTH MANAGEMENT LLC and FCNCA

These are the practical questions this page is built to answer before you even open the full history table.

How long has AFFINITY WEALTH MANAGEMENT LLC reported owning FCNCA?

AFFINITY WEALTH MANAGEMENT LLC reported FCNCA across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FCNCA position in AFFINITY WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for FCNCA was 0.18% in 2024 Q4.

What is the latest reported FCNCA position on this page?

The most recent filing on this page is 2026 Q1, when AFFINITY WEALTH MANAGEMENT LLC reported 534 shares, equal to 0.15% of portfolio, with an estimated market value of $1.0M.

What does the chart on this FCNCA ownership page compare?

The chart compares AFFINITY WEALTH MANAGEMENT LLC's quarterly FCNCA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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