Coatue Management’s First Citizens BancShares FCNCA Stock Holding History

Coatue 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	$290M	Hold	139,498	–	–	0.6%	29
2026 Q1	$263M	Hold	139,498	–	–	0.9%	24
2025 Q4	$299M	Sell	139,498 -62,760	-31%	-$118M	0.75%	28
2025 Q3	$362M	Sell	202,258 -8,749	-4%	-$17.2M	0.89%	27
2025 Q2	$413M	Sell	211,007 -10,212	-5%	-$18.5M	1.15%	26
2025 Q1	$410M	Buy	221,219 +2,232	+1%	+$4.55M	1.81%	20
2024 Q4	$463M	Buy	218,987 +33,235	+18%	+$69.6M	1.56%	23
2024 Q3	$342M	Sell	185,752 -22,612	-11%	-$43.1M	1.27%	22
2024 Q2	$351M	Sell	208,364 -78,029	-27%	-$131M	1.37%	23
2024 Q1	$468M	Sell	286,393 -54,721	-16%	-$82.3M	1.84%	19
2023 Q4	$484M	Buy	341,114 +270	+0.1%	+$379K	2.03%	14
2023 Q3	$470M	Buy	340,844 +19,269	+6%	+$26.5M	2.39%	13
2023 Q2	$413M	Buy	321,575 +192,223	+149%	+$222M	2.02%	15
2023 Q1	$126M	Buy	+129,352	New	+$96.1M	0.84%	25

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Coatue Management's FCNCA Position: Q2 2026 in Review

Coatue Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 139,498 shares worth $290M. The position accounts for 0.6% of the portfolio, ranked #29.

Coatue Management first reported a position in FCNCA in Q1 2023 and has held it in 14 quarters since. The position peaked at $484M in Q4 2023. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Coatue Management held 139,498 shares of First Citizens BancShares worth $290M as of Q2 2026.
Coatue Management left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.6% of Coatue Management's portfolio in Q2 2026, its #29 holding.
Coatue Management first reported a position in First Citizens BancShares in Q1 2023 and has held it in 14 quarters since.
Coatue Management's First Citizens BancShares position peaked at $484M in Q4 2023.
624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Coatue Management's 13F filing for Q2 2026, filed 14 Aug 2026.