Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s First Citizens BancShares FCNCA Stock Holding History

Cambridge Investment Research Advisors’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 		$389K Sell
187
-2
-1% -$4.01K ﹤0.01% 3199
2026
Q1 		$356K Buy
189
+1
+0.5% +$2.01K ﹤0.01% 3123
2025
Q4 		$403K Buy
188
+3
+2% +$5.66K ﹤0.01% 2926
2025
Q3 		$331K Sell
185
-20
-10% -$39.4K ﹤0.01% 3029
2025
Q2 		$401K Buy
205
+15
+8% +$27.2K ﹤0.01% 2744
2025
Q1 		$352K Buy
190
+27
+17% +$55K ﹤0.01% 2735
2024
Q4 		$344K Buy
163
+5
+3% +$10.5K ﹤0.01% 2735
2024
Q3 		$291K Sell
158
-1
-0.6% -$1.91K ﹤0.01% 2856
2024
Q2 		$268K Hold
159
– – ﹤0.01% 2794
2024
Q1 		$260K Buy
+159
New +$239K ﹤0.01% 2815
2023
Q3 		– Sell
-318
Closed -$408K – 3180
2023
Q2 		$408K Buy
318
+14
+5% +$16.2K ﹤0.01% 2282
2023
Q1 		$296K Buy
304
+3
+1% +$2.23K ﹤0.01% 2502
2022
Q4 		$228K Buy
301
+2
+0.7% +$1.61K ﹤0.01% 2651
2022
Q3 		$238K Buy
+299
New +$234K ﹤0.01% 2562
2022
Q1 		– Sell
-257
Closed -$213K – 3205
2021
Q4 		$213K Hold
257
– – ﹤0.01% 2841
2021
Q3 		$217K Hold
257
– – ﹤0.01% 2747
2021
Q2 		$214K Sell
257
-37
-13% -$31.6K ﹤0.01% 2771
2021
Q1 		$246K Buy
+294
New +$213K ﹤0.01% 2440
2019
Q4 		– Sell
-1,384
Closed -$653K – 2426
2019
Q3 		$653K Buy
+1,384
New +$630K 0.01% 1325

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

Cambridge Investment Research Advisors's FCNCA Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its First Citizens BancShares (FCNCA) stake by 1.1% in Q2 2026, selling an estimated $4.01K and leaving 187 shares worth $389K. The position accounts for ﹤0.01% of the portfolio, ranked #3199.

Cambridge Investment Research Advisors first reported a position in FCNCA in Q3 2019 and has held it in 19 quarters since. The position peaked at $653K in Q3 2019. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Cambridge Investment Research Advisors held 187 shares of First Citizens BancShares worth $389K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 2 First Citizens BancShares shares in Q2 2026, an estimated $4.01K.
  • First Citizens BancShares made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3199 holding.
  • Cambridge Investment Research Advisors first reported a position in First Citizens BancShares in Q3 2019 and has held it in 19 quarters since.
  • Cambridge Investment Research Advisors's First Citizens BancShares position peaked at $653K in Q3 2019.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.