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Caldwell Sutter Capital’s First Citizens BancShares FCNCA Stock Holding History

Caldwell Sutter Capital’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 		$166K Buy
80
+15
+23% +$30.1K 0.06% 243
2026
Q1 		$123K Buy
65
+55
+550% +$110K 0.05% 269
2025
Q4 		$21.5K Hold
10
– – 0.01% 464
2025
Q3 		$17.9K Hold
10
– – 0.01% 485
2025
Q2 		$19.6K Hold
10
– – 0.01% 463
2025
Q1 		$18.5K Hold
10
– – 0.01% 477
2024
Q4 		$21.1K Hold
10
– – 0.01% 468
2024
Q3 		$18.4K Hold
10
– – 0.01% 492
2024
Q2 		$16.8K Hold
10
– – 0.01% 502
2024
Q1 		$16.4K Hold
10
– – 0.01% 495
2023
Q4 		$14.2K Hold
10
– – 0.01% 503
2023
Q3 		$13.8K Hold
10
– – 0.01% 490
2023
Q2 		$12.8K Hold
10
– – 0.01% 495
2023
Q1 		$9.73K Hold
10
– – 0.01% 389
2022
Q4 		$7.58K Buy
+10
New +$8.05K 0.01% 264

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

Caldwell Sutter Capital's FCNCA Position: Q2 2026 in Review

Caldwell Sutter Capital increased its First Citizens BancShares (FCNCA) stake by 23% in Q2 2026, buying an estimated $30.1K and bringing the position to 80 shares worth $166K. The position accounts for 0.06% of the portfolio, ranked #243.

Caldwell Sutter Capital first reported a position in FCNCA in Q4 2022 and has held it in 15 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Caldwell Sutter Capital held 80 shares of First Citizens BancShares worth $166K as of Q2 2026.
  • Caldwell Sutter Capital bought 15 First Citizens BancShares shares in Q2 2026, an estimated $30.1K.
  • First Citizens BancShares made up 0.06% of Caldwell Sutter Capital's portfolio in Q2 2026, its #243 holding.
  • Caldwell Sutter Capital first reported a position in First Citizens BancShares in Q4 2022 and has held it in 15 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.