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Burney Company’s First Citizens BancShares FCNCA Stock Holding History

Burney Company’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 		– Sell
-110
Closed -$207K – 623
2026
Q1 		$207K Sell
110
-1,183
-91% -$2.37M 0.01% 565
2025
Q4 		$2.78M Buy
1,293
+1,026
+384% +$1.93M 0.09% 202
2025
Q3 		$478K Hold
267
– – 0.02% 421
2025
Q2 		$522K Hold
267
– – 0.02% 401
2025
Q1 		$495K Sell
267
-21
-7% -$42.8K 0.02% 426
2024
Q4 		$609K Sell
288
-4
-1% -$8.38K 0.02% 392
2024
Q3 		$538K Hold
292
– – 0.02% 426
2024
Q2 		$492K Sell
292
-51
-15% -$85.3K 0.02% 427
2024
Q1 		$560K Sell
343
-55
-14% -$82.7K 0.02% 413
2023
Q4 		$564K Hold
398
– – 0.02% 404
2023
Q3 		$549K Hold
398
– – 0.03% 389
2023
Q2 		$510K Sell
398
-229
-37% -$265K 0.02% 408
2023
Q1 		$610K Sell
627
-81
-11% -$60.2K 0.03% 370
2022
Q4 		$537K Sell
708
-635
-47% -$511K 0.03% 387
2022
Q3 		$1.07M Sell
1,343
-1,157
-46% -$904K 0.06% 287
2022
Q2 		$1.63M Sell
2,500
-1,309
-34% -$853K 0.09% 226
2022
Q1 		$2.54M Buy
+3,809
New +$2.97M 0.12% 196

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Burney Company's FCNCA Position: Q2 2026 in Review

Burney Company sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 110 shares — an estimated $207K sold.

Burney Company first reported a position in FCNCA in Q1 2022 and held it in 17 quarters. The position peaked at $2.78M in Q4 2025. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Burney Company reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Burney Company sold 110 First Citizens BancShares shares in Q2 2026, an estimated $207K.
  • Burney Company first reported a position in First Citizens BancShares in Q1 2022 and held it in 17 quarters.
  • Burney Company's First Citizens BancShares position peaked at $2.78M in Q4 2025.
  • 624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.