CVA Family Office’s First Citizens BancShares FCNCA Stock Holding History

CVA Family Office’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	$31.2K	Buy	15 +4	+36%	+$8.02K	﹤0.01%	705
2026 Q1	$20.7K	Buy	+11	New	+$22.1K	﹤0.01%	788
2025 Q4	–	Sell	-2	Closed	-$3.58K	–	1316
2025 Q3	$3.58K	Hold	2	–	–	﹤0.01%	934
2025 Q2	$3.91K	Buy	+2	New	+$3.63K	﹤0.01%	920
2023 Q1	–	Sell	-5	Closed	-$3.79K	–	988
2022 Q4	$3.79K	Hold	5	–	–	﹤0.01%	764
2022 Q3	$4K	Hold	5	–	–	﹤0.01%	738
2022 Q2	$3K	Buy	+5	New	+$3.26K	﹤0.01%	793

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 $3.38T AUM 44.17% 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

CVA Family Office's FCNCA Position: Q2 2026 in Review

CVA Family Office increased its First Citizens BancShares (FCNCA) stake by 36% in Q2 2026, buying an estimated $8.02K and bringing the position to 15 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

CVA Family Office first reported a position in FCNCA in Q2 2022 and has held it in 7 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

CVA Family Office held 15 shares of First Citizens BancShares worth $31.2K as of Q2 2026.
CVA Family Office bought 4 First Citizens BancShares shares in Q2 2026, an estimated $8.02K.
First Citizens BancShares made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #705 holding.
CVA Family Office first reported a position in First Citizens BancShares in Q2 2022 and has held it in 7 quarters since.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.