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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Caprock Group's FCNCA Position: Q1 2026 in Review

Caprock Group increased its First Citizens BancShares (FCNCA) stake by 11% in Q1 2026, buying an estimated $92.3K and bringing the position to 447 shares worth $844K. The position accounts for 0.02% of the portfolio, ranked #589.

Caprock Group first reported a position in FCNCA in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.11M in Q2 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Caprock Group held 447 shares of First Citizens BancShares worth $844K as of Q1 2026.
Caprock Group bought 46 First Citizens BancShares shares in Q1 2026, an estimated $92.3K.
First Citizens BancShares made up 0.02% of Caprock Group's portfolio in Q1 2026, its #589 holding.
Caprock Group first reported a position in First Citizens BancShares in Q2 2024 and has held it in 7 quarters since.
Caprock Group's First Citizens BancShares position peaked at $1.11M in Q2 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.