Bank of Montreal’s First Citizens BancShares FCNCA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $27.1M | Sell |
14,395
-197
| -1% | -$395K | 0.01% | 733 |
|
|
2025
Q4 | $31.3M | Sell |
14,592
-1,993
| -12% | -$3.76M | 0.01% | 704 |
|
|
2025
Q3 | $29.7M | Sell |
16,585
-2,905
| -15% | -$5.73M | 0.01% | 653 |
|
|
2025
Q2 | $38.1M | Sell |
19,490
-2,662
| -12% | -$4.83M | 0.02% | 508 |
|
|
2025
Q1 | $41.1M | Sell |
22,152
-16,142
| -42% | -$32.9M | 0.02% | 491 |
|
|
2024
Q4 | $80.9M | Buy |
38,294
+16,110
| +73% | +$33.8M | 0.04% | 329 |
|
|
2024
Q3 | $40.9M | Sell |
22,184
-7,765
| -26% | -$14.8M | 0.02% | 534 |
|
|
2024
Q2 | $50.7M | Buy |
29,949
+7,541
| +34% | +$12.6M | 0.01% | 468 |
|
|
2024
Q1 | $36.7M | Sell |
22,408
-11,318
| -34% | -$17M | 0.01% | 533 |
|
|
2023
Q4 | $48.5M | Buy |
33,726
+3,979
| +13% | +$5.59M | 0.01% | 495 |
|
|
2023
Q3 | $40.5M | Sell |
29,747
-20,859
| -41% | -$28.7M | 0.01% | 481 |
|
|
2023
Q2 | $65.6M | Buy |
50,606
+7,889
| +18% | +$9.13M | 0.02% | 332 |
|
|
2023
Q1 | $41.9M | Buy |
42,717
+10,232
| +31% | +$7.6M | 0.02% | 430 |
|
|
2022
Q4 | $26.1M | Buy |
32,485
+311
| +1% | +$251K | 0.01% | 607 |
|
|
2022
Q3 | $27.3K | Sell |
32,174
-15,210
| -32% | -$11.9M | 0.01% | 576 |
|
|
2022
Q2 | $32.6K | Buy |
47,384
+3,339
| +8% | +$2.18M | 0.02% | 572 |
|
|
2022
Q1 | $31.2M | Buy |
+44,045
| New | +$34.3M | 0.02% | 627 |
|
|
2021
Q2 | – | Sell |
-145
| Closed | -$123K | – | 4076 |
|
|
2021
Q1 | $123K | Sell |
145
-185
| -56% | -$134K | ﹤0.01% | 3307 |
|
|
2020
Q4 | $210K | Buy |
330
+24
| +8% | +$12.1K | ﹤0.01% | 3190 |
|
|
2020
Q3 | $105K | Sell |
306
-204
| -40% | -$78.7K | ﹤0.01% | 3045 |
|
|
2020
Q2 | $189K | Sell |
510
-125
| -20% | -$45.8K | ﹤0.01% | 2762 |
|
|
2020
Q1 | $196K | Hold |
635
| – | – | ﹤0.01% | 2335 |
|
|
2019
Q4 | $337K | Buy |
635
+15
| +2% | +$7.59K | ﹤0.01% | 2879 |
|
|
2019
Q3 | $292K | Buy |
620
+125
| +25% | +$56.9K | ﹤0.01% | 2700 |
|
|
2019
Q2 | $223K | Buy |
495
+1
| +0.2% | +$438 | ﹤0.01% | 2861 |
|
|
2019
Q1 | $200K | Sell |
494
-8
| -2% | -$3.32K | ﹤0.01% | 2723 |
|
|
2018
Q4 | $189K | Sell |
502
-15
| -3% | -$6.3K | ﹤0.01% | 2612 |
|
|
2018
Q3 | $233K | Hold |
517
| – | – | ﹤0.01% | 2664 |
|
|
2018
Q2 | $208K | Buy |
517
+21
| +4% | +$9.04K | ﹤0.01% | 2735 |
|
|
2018
Q1 | $205K | Sell |
496
-7
| -1% | -$3.02K | ﹤0.01% | 2621 |
|
|
2017
Q4 | $203K | Sell |
503
-49
| -9% | -$19.7K | ﹤0.01% | 2673 |
|
|
2017
Q3 | $207K | Hold |
552
| – | – | ﹤0.01% | 2656 |
|
|
2017
Q2 | $206K | Hold |
552
| – | – | ﹤0.01% | 2639 |
|
|
2017
Q1 | $185K | Hold |
552
| – | – | ﹤0.01% | 2509 |
|
|
2016
Q4 | $196K | Hold |
552
| – | – | ﹤0.01% | 2499 |
|
|
2016
Q3 | $162K | Hold |
552
| – | – | ﹤0.01% | 2535 |
|
|
2016
Q2 | $143K | Hold |
552
| – | – | ﹤0.01% | 2639 |
|
|
2016
Q1 | $138K | Hold |
552
| – | – | ﹤0.01% | 2660 |
|
|
2015
Q4 | $143K | Buy |
552
+352
| +176% | +$87.5K | ﹤0.01% | 2598 |
|
|
2015
Q3 | $45K | Hold |
200
| – | – | ﹤0.01% | 2958 |
|
|
2015
Q2 | $53K | Buy |
+200
| New | +$49.7K | ﹤0.01% | 2987 |
|
|
2014
Q3 | – | Sell |
-656
| Closed | -$161K | – | 4134 |
|
|
2014
Q2 | $161K | Sell |
656
-38
| -5% | -$8.87K | ﹤0.01% | 2602 |
|
|
2014
Q1 | $167K | Sell |
694
-117
| -14% | -$26.3K | ﹤0.01% | 2578 |
|
|
2013
Q4 | $181K | Sell |
811
-68
| -8% | -$14.7K | ﹤0.01% | 2280 |
|
|
2013
Q3 | $181K | Buy |
879
+64
| +8% | +$13.2K | ﹤0.01% | 2281 |
|
|
2013
Q2 | $157K | Buy |
+815
| New | +$156K | ﹤0.01% | 2285 |
|
Other funds holding FCNCA
VCM
VPM
Bank of Montreal's FCNCA Position: Q1 2026 in Review
Bank of Montreal reduced its First Citizens BancShares (FCNCA) stake by 1.4% in Q1 2026, selling an estimated $395K and leaving 14,395 shares worth $27.1M. The position accounts for 0.01% of the portfolio, ranked #733.
Bank of Montreal first reported a position in FCNCA in Q2 2013 and has held it in 46 quarters since. The position peaked at $80.9M in Q4 2024. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.
- Bank of Montreal held 14,395 shares of First Citizens BancShares worth $27.1M as of Q1 2026.
- Bank of Montreal sold 197 First Citizens BancShares shares in Q1 2026, an estimated $395K.
- First Citizens BancShares made up 0.01% of Bank of Montreal's portfolio in Q1 2026, its #733 holding.
- Bank of Montreal first reported a position in First Citizens BancShares in Q2 2013 and has held it in 46 quarters since.
- Bank of Montreal's First Citizens BancShares position peaked at $80.9M in Q4 2024.
- 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.
Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.