CI Investments Inc
FCNCA icon

CI Investments Inc’s First Citizens BancShares FCNCA Stock Holding History

CI Investments Inc’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 		$1.07M Buy
515
+1
+0.2% +$2K ﹤0.01% 541
2026
Q1 		$969K Sell
514
-4
-0.8% -$8.03K ﹤0.01% 436
2025
Q4 		$1.11M Buy
518
+466
+896% +$878K ﹤0.01% 429
2025
Q3 		$93K Buy
52
+4
+8% +$7.89K ﹤0.01% 893
2025
Q2 		$94K Buy
48
+2
+4% +$3.63K ﹤0.01% 917
2025
Q1 		$85K Sell
46
-8
-15% -$16.3K ﹤0.01% 958
2024
Q4 		$114K Hold
54
– – ﹤0.01% 903
2024
Q3 		$99K Buy
54
+19
+54% +$36.3K ﹤0.01% 859
2024
Q2 		$59K Sell
35
-99
-74% -$166K ﹤0.01% 937
2024
Q1 		$219K Sell
134
-4
-3% -$6.02K ﹤0.01% 678
2023
Q4 		$196K Buy
138
+26
+23% +$36.5K ﹤0.01% 651
2023
Q3 		$155K Buy
112
+16
+17% +$22K ﹤0.01% 713
2023
Q2 		$123K Buy
96
+13
+16% +$15K ﹤0.01% 731
2023
Q1 		$81K Buy
83
+1
+1% +$743 ﹤0.01% 782
2022
Q4 		$62K Buy
82
+6
+8% +$4.83K ﹤0.01% 872
2022
Q3 		$61K Sell
76
-7
-8% -$5.47K ﹤0.01% 791
2022
Q2 		$54K Sell
83
-51
-38% -$33.2K ﹤0.01% 820
2022
Q1 		$89K Buy
134
+94
+235% +$73.2K ﹤0.01% 878
2021
Q4 		$33K Buy
40
+24
+150% +$20K ﹤0.01% 1052
2021
Q3 		$13K Hold
16
– – ﹤0.01% 1049
2021
Q2 		$13K Buy
16
+6
+60% +$5.12K ﹤0.01% 1016
2021
Q1 		$8K Hold
10
– – ﹤0.01% 989
2020
Q4 		$6K Sell
10
-1
-9% -$504 ﹤0.01% 948
2020
Q3 		$4K Buy
+11
New +$4.25K ﹤0.01% 921

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

CI Investments Inc's FCNCA Position: Q2 2026 in Review

CI Investments Inc increased its First Citizens BancShares (FCNCA) stake by 0.19% in Q2 2026, buying an estimated $2K and bringing the position to 515 shares worth $1.07M. The position accounts for ﹤0.01% of the portfolio, ranked #541.

CI Investments Inc first reported a position in FCNCA in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.11M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • CI Investments Inc held 515 shares of First Citizens BancShares worth $1.07M as of Q2 2026.
  • CI Investments Inc bought 1 First Citizens BancShares share in Q2 2026, an estimated $2K.
  • First Citizens BancShares made up ﹤0.01% of CI Investments Inc's portfolio in Q2 2026, its #541 holding.
  • CI Investments Inc first reported a position in First Citizens BancShares in Q3 2020 and has held it in 24 quarters since.
  • CI Investments Inc's First Citizens BancShares position peaked at $1.11M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.