Albion Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Albion Financial Group’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	$4.16K	Sell	2 -2	-50%	-$4.01K	﹤0.01%	498
2026 Q1	$7.54K	Buy	4 +2	+100%	+$4.01K	﹤0.01%	439
2025 Q4	$4.29K	Hold	2	–	–	﹤0.01%	481
2025 Q3	$3.58K	Hold	2	–	–	﹤0.01%	480
2025 Q2	$3.91K	Hold	2	–	–	﹤0.01%	431
2025 Q1	$3.71K	Hold	2	–	–	﹤0.01%	439
2024 Q4	$4.23K	Hold	2	–	–	﹤0.01%	483
2024 Q3	$3.68K	Hold	2	–	–	﹤0.01%	390
2024 Q2	$3.37K	Hold	2	–	–	﹤0.01%	398
2024 Q1	$3.27K	Buy	+2	New	+$3.01K	﹤0.01%	384

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

Albion Financial Group's FCNCA Position: Q2 2026 in Review

Albion Financial Group reduced its First Citizens BancShares (FCNCA) stake by 50% in Q2 2026, selling an estimated $4.01K and leaving 2 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Albion Financial Group first reported a position in FCNCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.54K in Q1 2026. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Albion Financial Group held 2 shares of First Citizens BancShares worth $4.16K as of Q2 2026.
Albion Financial Group sold 2 First Citizens BancShares shares in Q2 2026, an estimated $4.01K.
First Citizens BancShares made up ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #498 holding.
Albion Financial Group first reported a position in First Citizens BancShares in Q1 2024 and has held it in 10 quarters since.
Albion Financial Group's First Citizens BancShares position peaked at $7.54K in Q1 2026.
624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.