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Counterpoint Mutual Funds’s First Citizens BancShares FCNCA Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-138
Closed -$296K – 356
2025
Q4 		$296K Buy
+138
New +$260K 0.02% 258

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

Counterpoint Mutual Funds's FCNCA Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 138 shares — an estimated $296K sold.

Counterpoint Mutual Funds first reported a position in FCNCA in Q4 2025 and held it in 1 quarter. The position peaked at $296K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 138 First Citizens BancShares shares in Q1 2026, an estimated $296K.
  • Counterpoint Mutual Funds first reported a position in First Citizens BancShares in Q4 2025 and held it in 1 quarter.
  • Counterpoint Mutual Funds's First Citizens BancShares position peaked at $296K in Q4 2025.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.