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

Cooper 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 Q2	$273K	Buy	131 +8	+7%	+$16K	0.02%	358
2026 Q1	$232K	Sell	123 -5	-4%	-$10K	0.02%	380
2025 Q4	$275K	Sell	128 -3	-2%	-$5.66K	0.03%	316
2025 Q3	$234K	Sell	131 -19	-13%	-$37.5K	0.03%	348
2025 Q2	$293K	Sell	150 -4	-3%	-$7.26K	0.03%	306
2025 Q1	$286K	Buy	154 +8	+5%	+$16.3K	0.04%	314
2024 Q4	$309K	Buy	+146	New	+$306K	0.04%	307

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Cooper Financial Group's FCNCA Position: Q2 2026 in Review

Cooper Financial Group increased its First Citizens BancShares (FCNCA) stake by 6.5% in Q2 2026, buying an estimated $16K and bringing the position to 131 shares worth $273K. The position accounts for 0.02% of the portfolio, ranked #358.

Cooper Financial Group first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $309K in Q4 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Cooper Financial Group held 131 shares of First Citizens BancShares worth $273K as of Q2 2026.
Cooper Financial Group bought 8 First Citizens BancShares shares in Q2 2026, an estimated $16K.
First Citizens BancShares made up 0.02% of Cooper Financial Group's portfolio in Q2 2026, its #358 holding.
Cooper Financial Group first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
Cooper Financial Group's First Citizens BancShares position peaked at $309K in Q4 2024.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.