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Caprock Group’s First Citizens BancShares FCNCA Stock Holding History

Caprock Group’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 		$977K Buy
469
+22
+5% +$44.1K 0.02% 631
2026
Q1 		$844K Buy
447
+46
+11% +$92.3K 0.02% 589
2025
Q4 		$861K Buy
401
+2
+0.5% +$3.77K 0.02% 639
2025
Q3 		$794K Buy
+399
New +$787K 0.02% 643
2025
Q1 		$692K Sell
373
-100
-21% -$204K 0.02% 597
2024
Q4 		$1,000K Sell
473
-3
-0.6% -$6.29K 0.03% 421
2024
Q3 		$877K Sell
476
-180
-27% -$343K 0.03% 423
2024
Q2 		$1.11M Buy
+656
New +$1.1M 0.04% 340

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

Caprock Group's FCNCA Position: Q2 2026 in Review

Caprock Group increased its First Citizens BancShares (FCNCA) stake by 4.9% in Q2 2026, buying an estimated $44.1K and bringing the position to 469 shares worth $977K. The position accounts for 0.02% of the portfolio, ranked #631.

Caprock Group first reported a position in FCNCA in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.11M in Q2 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Caprock Group held 469 shares of First Citizens BancShares worth $977K as of Q2 2026.
  • Caprock Group bought 22 First Citizens BancShares shares in Q2 2026, an estimated $44.1K.
  • First Citizens BancShares made up 0.02% of Caprock Group's portfolio in Q2 2026, its #631 holding.
  • Caprock Group first reported a position in First Citizens BancShares in Q2 2024 and has held it in 8 quarters since.
  • Caprock Group's First Citizens BancShares position peaked at $1.11M in Q2 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.