CX Institutional’s First Citizens BancShares FCNCA Stock Holding History

CX Institutional’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	$6K	Hold	3	–	–	﹤0.01%	1355
2026 Q1	$6K	Buy	+3	New	+$6.02K	﹤0.01%	1345

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

CX Institutional's FCNCA Position: Q2 2026 in Review

CX Institutional held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 3 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1355.

CX Institutional first reported a position in FCNCA in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

CX Institutional held 3 shares of First Citizens BancShares worth $6K as of Q2 2026.
CX Institutional left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1355 holding.
CX Institutional first reported a position in First Citizens BancShares in Q1 2026 and has held it in 2 quarters since.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.