Anchor Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Anchor Investment 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 Q1	$24.9M	Buy	13,220 +5	+0%	+$10K	2.08%	6
2025 Q4	$28.4M	Buy	13,215 +184	+1%	+$347K	2.3%	6
2025 Q3	$23.3M	Sell	13,031 -5	-0%	-$9.86K	1.93%	7
2025 Q2	$25.5M	Buy	13,036 +4,585	+54%	+$8.32M	2.24%	5
2025 Q1	$15.7M	Sell	8,451 -92	-1%	-$187K	1.46%	12
2024 Q4	$18.1M	Hold	8,543	–	–	1.68%	10
2024 Q3	$15.7M	Sell	8,543 -93	-1%	-$177K	1.48%	13
2024 Q2	$14.5M	Buy	8,636 +718	+9%	+$1.2M	1.5%	14
2024 Q1	$12.9M	Hold	7,918	–	–	1.36%	14
2023 Q4	$11.2M	Hold	7,918	–	–	1.29%	14
2023 Q3	$10.9M	Hold	7,918	–	–	1.43%	13
2023 Q2	$10.2M	Hold	7,918	–	–	1.3%	14
2023 Q1	$7.71M	Hold	7,918	–	–	1.05%	19
2022 Q4	$6M	Hold	7,918	–	–	0.86%	26
2022 Q3	$6.31M	Hold	7,918	–	–	0.98%	25
2022 Q2	$5.18M	Hold	7,918	–	–	0.75%	34
2022 Q1	$5.27M	Buy	7,918 +20	+0.3%	+$15.6K	0.66%	39
2021 Q4	$6.55M	Hold	7,898	–	–	0.81%	27
2021 Q3	$6.66M	Hold	7,898	–	–	0.93%	21
2021 Q2	$6.58M	Hold	7,898	–	–	0.91%	23
2021 Q1	$6.6M	Hold	7,898	–	–	1.01%	21
2020 Q4	$4.54M	Sell	7,898 -50	-0.6%	-$25.2K	0.82%	28
2020 Q3	$2.53M	Hold	7,948	–	–	0.51%	58
2020 Q2	$3.22M	Buy	7,948 +984	+14%	+$361K	0.72%	33
2020 Q1	$2.32M	Hold	6,964	–	–	0.6%	50
2019 Q4	$3.71M	Hold	6,964	–	–	0.79%	31
2019 Q3	$3.28M	Hold	6,964	–	–	0.76%	28
2019 Q2	$3.14M	Hold	6,964	–	–	0.75%	30
2019 Q1	$2.84M	Hold	6,964	–	–	0.71%	32
2018 Q4	$2.63M	Hold	6,964	–	–	0.75%	29
2018 Q3	$3.15M	Hold	6,964	–	–	0.72%	33
2018 Q2	$2.81M	Hold	6,964	–	–	0.69%	32
2018 Q1	$2.88M	Hold	6,964	–	–	0.75%	30
2017 Q4	$2.81M	Hold	6,964	–	–	0.74%	33
2017 Q3	$2.6M	Hold	6,964	–	–	0.76%	32
2017 Q2	$2.6M	Hold	6,964	–	–	0.86%	28
2017 Q1	$2.34M	Buy	6,964 +3,051	+78%	+$1.08M	0.8%	32
2016 Q4	$1.39M	Sell	3,913 -473	-11%	-$154K	0.52%	57
2016 Q3	$1.29M	Hold	4,386	–	–	0.5%	59
2016 Q2	$1.14M	Sell	4,386 -100	-2%	-$25.2K	0.45%	67
2016 Q1	$1.13M	Buy	+4,486	New	+$1.08M	0.46%	66

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anchor Investment Management's FCNCA Position: Q1 2026 in Review

Anchor Investment Management increased its First Citizens BancShares (FCNCA) stake by 0.04% in Q1 2026, buying an estimated $10K and bringing the position to 13,220 shares worth $24.9M. The position accounts for 2.08% of the portfolio, ranked #6.

Anchor Investment Management first reported a position in FCNCA in Q1 2016 and has held it in 41 quarters since. The position peaked at $28.4M in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Anchor Investment Management held 13,220 shares of First Citizens BancShares worth $24.9M as of Q1 2026.
Anchor Investment Management bought 5 First Citizens BancShares shares in Q1 2026, an estimated $10K.
First Citizens BancShares made up 2.08% of Anchor Investment Management's portfolio in Q1 2026, its #6 holding.
Anchor Investment Management first reported a position in First Citizens BancShares in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's First Citizens BancShares position peaked at $28.4M in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.