First Citizens BancShares, Inc.
US ˙ NasdaqGS ˙ US31946M1036

SecurityFCNCA / First Citizens BancShares, Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership2,910 shares
Latest Disclosed Value $ 5,484,361
Sheets Smith Wealth Management reports 0.80% increase in ownership of FCNCA / First Citizens BancShares, Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 2,910 shares of First Citizens BancShares, Inc. (US:FCNCA) valued at $5,484,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 2,887 shares of First Citizens BancShares, Inc.. This represents a change in shares of 0.80% during the quarter. The current value of the position is $5,957,701 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-16 2026-03-31 13F FIRST CTZNS BANCSHARES INC D CL A 31946M103 2,910 23 0.80 5,484 -11.49 0.6173
2026-01-20 2025-12-31 13F FIRST CTZNS BANCSHARES INC D CL A 31946M103 2,887 403 16.22 6,196 39.42 0.6799
2025-10-16 2025-09-30 13F FIRST CTZNS BANCSHARES INC D CL A 31946M103 2,484 1,037 71.67 4,444 56.98 0.5030
2025-07-15 2025-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 1,447 0 0.00 2,831 5.56 0.3312
2025-04-23 2025-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 1,447 0 0.00 2,683 -12.27 0.3334
2025-01-17 2024-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 1,447 0 0.00 3,058 14.80 0.3732
2024-11-01 2024-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 1,447 0 0.00 2,664 9.32 0.3258
2024-07-30 2024-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 1,447 -2,914 -66.82 2,436 -65.83 0.2913
2024-05-08 2024-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 4,361 447 11.42 7,130 28.40 0.7984
2024-02-06 2023-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 3,914 14 0.36 5,554 3.18 0.7901
2023-10-23 2023-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 3,900 -102 -2.55 5,382 4.79 0.8197
2023-08-09 2023-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 4,002 1,555 63.55 5,136 115.62 0.7508
2023-05-26 2023-03-31 13F/A-1 FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,447 0 0.00 2,383 28.41 0.3641
2023-05-12 2023-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 974 -1,473 2,383 0.3648
2023-03-08 2022-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,447 -1,013 -29.28 1,856 -32.77 0.2904
2022-11-01 2022-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 3,460 1,013 41.40 2,759 72.44 0.4607
2022-07-27 2022-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,447 -70 -2.78 1,600 -4.48 0.2634
2022-05-02 2022-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,517 0 0.00 1,675 -19.82 0.2309
2022-01-20 2021-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,517 0 0.00 2,089 -1.56 0.2593
2021-10-15 2021-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,517 0 0.00 2,122 1.24 0.2879
2021-08-03 2021-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,517 0 0.00 2,096 -0.38 0.2824
2021-04-23 2021-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,517 -32 -1.26 2,104 43.72 0.3095
2021-01-13 2020-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,549 0 0.00 1,464 80.07 0.2213
2020-10-26 2020-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,549 0 0.00 813 -21.22 0.1414
2020-07-17 2020-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,549 0 0.00 1,032 21.70 0.2065
2020-04-28 2020-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,549 0 0.00 848 -37.51 0.1776
2020-01-24 2019-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,549 0 0.00 1,357 12.90 0.2593
2019-10-28 2019-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,549 -214 -7.75 1,202 -3.38 0.2472
2019-07-12 2019-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,763 -50 -1.78 1,244 8.65 0.2554
2019-05-13 2019-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,813 0 0.00 1,145 7.92 0.2479
2019-01-11 2018-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,813 -60 -2.09 1,061 -18.32 0.2859
2018-10-15 2018-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,873 0 0.00 1,299 12.08 0.2688
2018-07-26 2018-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,873 0 0.00 1,159 -2.36 0.2713
2018-04-09 2018-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,873 0 0.00 1,187 2.50 0.2852
2018-01-12 2017-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,873 0 0.00 1,158 7.82 0.2730
2017-10-12 2017-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,873 -60 -2.05 1,074 -1.74 0.2709
2017-07-19 2017-06-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,933 0 0.00 1,093 11.08 0.2888
2017-04-10 2017-03-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,933 0 0.00 984 -5.48 0.2613
2017-02-03 2016-12-31 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,933 0 0.00 1,041 20.77 0.2922
2016-11-18 2016-09-30 13F FIRST CTZNS BANCSHARES INC N COM 31946M103 2,933 0 0.00 862 13.57 0.2431
2016-08-15 2016-06-30 13F FIRST CITIZENS BANCSHARES COM 31946M103 2,933 0 0.00 759 3.13 0.2205
2016-05-13 2016-03-31 13F FIRST CITIZENS BANCSHARES COM 31946M103 2,933 0 0.00 736 -2.77 0.2263
2016-02-01 2015-12-31 13F FIRST CITIZENS BANCSHARES CL A 31946M103 2,933 0 0.00 757 14.18 0.2289
2015-11-13 2015-09-30 13F FIRST CTZNS BANCSHARES INC N CL A 31946M103 2,933 0 0.00 663 -14.01 0.2242
2015-08-31 2015-06-30 13F FIRST CITIZENS BANCSHARES CL A 31946M103 2,933 0 0.00 771 1.18 0.2107
2015-05-05 2015-03-31 13F FIRST CITIZENS BANCSHARES CL A 31946M103 2,933 0 0.00 762 2.83 0.2104
2015-02-20 2014-12-31 13F FIRST CITIZENS BANCSHARES CL A 31946M103 2,933 0 0.00 741 16.69 0.1934
2014-11-17 2014-09-30 13F FIRST CITIZENS BANCSHARES CL A 31946M103 2,933 0 0.00 635 -11.68 0.1727
2014-09-18 2014-06-30 13F FIRST CITIZENS BANCSHARES CL A 31946M103 2,933 0 0.00 719 1.84 0.1930
2014-06-02 2014-03-31 13F FIRST CTZNS BANCSHARES CL A 31946M103 2,933 0 0.00 706 8.12 0.1976
2014-02-21 2013-12-31 13F FIRST CTZNS BANCSHARES COM 31946M103 2,933 0 0.00 653 8.29 0.1801
2013-11-26 2013-09-30 13F FIRST CTZNS BANCSHARES CL A 31946M103 2,933 0 0.00 603 7.10 0.1961
2013-11-19 2013-06-30 13F FIRST CTZNS BANCSHARES CL A 31946M103 2,933 0 0.00 563 5.04 0.1911
2013-05-21 2013-03-31 13F FIRST CTZNS BANCSHARES CL A 31946M103 2,933 2,933 536 0.1817
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.