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Chapman Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Chapman Financial 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 		$283K Hold
150
– – 0.2% 106
2025
Q4 		$322K Hold
150
– – 0.22% 99
2025
Q3 		$268K Hold
150
– – 0.19% 109
2025
Q2 		$293K Buy
+150
New +$272K 0.25% 84
2024
Q4 		$317K Buy
+150
New +$314K 0.25% 86

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Chapman Financial Group's FCNCA Position: Q1 2026 in Review

Chapman Financial Group held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 150 shares worth $283K. The position accounts for 0.2% of the portfolio, ranked #106.

Chapman Financial Group first reported a position in FCNCA in Q4 2024 and has held it in 5 quarters since. The position peaked at $322K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Chapman Financial Group held 150 shares of First Citizens BancShares worth $283K as of Q1 2026.
  • Chapman Financial Group left its First Citizens BancShares share count unchanged in Q1 2026.
  • First Citizens BancShares made up 0.2% of Chapman Financial Group's portfolio in Q1 2026, its #106 holding.
  • Chapman Financial Group first reported a position in First Citizens BancShares in Q4 2024 and has held it in 5 quarters since.
  • Chapman Financial Group's First Citizens BancShares position peaked at $322K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.