Cresset Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Cresset Asset 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	$221K	Sell	106 -13	-11%	-$26.1K	﹤0.01%	1545
2026 Q1	$224K	Sell	119 -62	-34%	-$124K	﹤0.01%	1415
2025 Q4	$388K	Buy	181 +67	+59%	+$126K	﹤0.01%	1190
2025 Q3	$204K	Buy	114 +2	+2%	+$3.94K	﹤0.01%	1420
2025 Q2	$219K	Sell	112 -51	-31%	-$92.5K	﹤0.01%	1264
2025 Q1	$302K	Buy	163 +6	+4%	+$12.2K	﹤0.01%	1310
2024 Q4	$332K	Sell	157 -548	-78%	-$1.15M	﹤0.01%	1297
2024 Q3	$1.3M	Buy	705 +27	+4%	+$51.5K	0.01%	1033
2024 Q2	$1.14M	Buy	678 +404	+147%	+$676K	﹤0.01%	996
2024 Q1	$448K	Sell	274 -17	-6%	-$25.6K	﹤0.01%	1389
2023 Q4	$413K	Buy	291 +12	+4%	+$16.9K	﹤0.01%	1322
2023 Q3	$385K	Buy	279 +5	+2%	+$6.87K	﹤0.01%	1314
2023 Q2	$352K	Buy	+274	New	+$317K	﹤0.01%	1448
2022 Q3	–	Sell	-411	Closed	-$266K	–	908
2022 Q2	$266K	Buy	+411	New	+$268K	﹤0.01%	745

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

Cresset Asset Management's FCNCA Position: Q2 2026 in Review

Cresset Asset Management reduced its First Citizens BancShares (FCNCA) stake by 11% in Q2 2026, selling an estimated $26.1K and leaving 106 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

Cresset Asset Management first reported a position in FCNCA in Q2 2022 and has held it in 14 quarters since. The position peaked at $1.3M in Q3 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Cresset Asset Management held 106 shares of First Citizens BancShares worth $221K as of Q2 2026.
Cresset Asset Management sold 13 First Citizens BancShares shares in Q2 2026, an estimated $26.1K.
First Citizens BancShares made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1545 holding.
Cresset Asset Management first reported a position in First Citizens BancShares in Q2 2022 and has held it in 14 quarters since.
Cresset Asset Management's First Citizens BancShares position peaked at $1.3M in Q3 2024.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

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