Callan Family Office’s First Citizens BancShares FCNCA Stock Holding History

Callan Family Office’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	$1.08M	Buy	520 +30	+6%	+$60.2K	0.02%	577
2026 Q1	$923K	Sell	490 -6	-1%	-$12K	0.02%	584
2025 Q4	$1.06M	Buy	496 +6	+1%	+$11.3K	0.02%	531
2025 Q3	$877K	Sell	490 -27	-5%	-$53.2K	0.03%	406
2025 Q2	$1.01M	Buy	517 +141	+38%	+$256K	0.03%	401
2025 Q1	$697K	Sell	376 -7	-2%	-$14.3K	0.05%	262
2024 Q4	$809K	Buy	+383	New	+$802K	0.05%	286

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

Callan Family Office's FCNCA Position: Q2 2026 in Review

Callan Family Office increased its First Citizens BancShares (FCNCA) stake by 6.1% in Q2 2026, buying an estimated $60.2K and bringing the position to 520 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #577.

Callan Family Office first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Callan Family Office held 520 shares of First Citizens BancShares worth $1.08M as of Q2 2026.
Callan Family Office bought 30 First Citizens BancShares shares in Q2 2026, an estimated $60.2K.
First Citizens BancShares made up 0.02% of Callan Family Office's portfolio in Q2 2026, its #577 holding.
Callan Family Office first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.