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Cape Investment Advisory’s First Citizens BancShares FCNCA Stock Holding History

Cape Investment Advisory’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 		$97.8K Buy
+47
New +$94.2K 0.03% 350
2026
Q1 		– Sell
-23
Closed -$49.4K – 526
2025
Q4 		$49.4K Buy
23
+15
+188% +$28.3K 0.02% 415
2025
Q3 		$14.3K Buy
+8
New +$15.8K 0.01% 356

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 $3.38T AUM 44.17% 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

Cape Investment Advisory's FCNCA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 47 shares worth $97.8K. The stake represents 0.03% of the portfolio and ranks #350 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FCNCA as recently as Q4 2025.

Cape Investment Advisory first reported a position in FCNCA in Q3 2025 and has held it in 3 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Cape Investment Advisory held 47 shares of First Citizens BancShares worth $97.8K as of Q2 2026.
  • First Citizens BancShares was a new Cape Investment Advisory position in Q2 2026.
  • First Citizens BancShares made up 0.03% of Cape Investment Advisory's portfolio in Q2 2026, its #350 holding.
  • Cape Investment Advisory first reported a position in First Citizens BancShares in Q3 2025 and has held it in 3 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.