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Catalyst Funds Management’s First Citizens BancShares FCNCA Stock Holding History

Catalyst Funds Management’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 		$2.4M Buy
1,155
+319
+38% +$640K 0.13% 163
2026
Q1 		$1.58M Sell
836
-14
-2% -$28.1K 0.27% 105
2025
Q4 		$1.82M Sell
850
-50
-6% -$94.2K 0.42% 57
2025
Q3 		$1.61M Buy
900
+100
+13% +$197K 0.24% 98
2025
Q2 		$1.57M Buy
800
+600
+300% +$1.09M 0.43% 67
2025
Q1 		$371K Buy
+200
New +$407K 0.1% 230

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

Catalyst Funds Management's FCNCA Position: Q2 2026 in Review

Catalyst Funds Management increased its First Citizens BancShares (FCNCA) stake by 38% in Q2 2026, buying an estimated $640K and bringing the position to 1,155 shares worth $2.4M. The position accounts for 0.13% of the portfolio, ranked #163.

Catalyst Funds Management first reported a position in FCNCA in Q1 2025 and has held it in 6 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Catalyst Funds Management held 1,155 shares of First Citizens BancShares worth $2.4M as of Q2 2026.
  • Catalyst Funds Management bought 319 First Citizens BancShares shares in Q2 2026, an estimated $640K.
  • First Citizens BancShares made up 0.13% of Catalyst Funds Management's portfolio in Q2 2026, its #163 holding.
  • Catalyst Funds Management first reported a position in First Citizens BancShares in Q1 2025 and has held it in 6 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Catalyst Funds Management's 13F filing for Q2 2026, filed 10 Aug 2026.