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Delta Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Delta Investment 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 		$347K Hold
167
– – 0.06% 199
2026
Q1 		$314K Hold
167
– – 0.06% 195
2025
Q4 		$358K Buy
167
+1
+0.6% +$1.89K 0.06% 194
2025
Q3 		$298K Buy
166
+27
+19% +$53.2K 0.05% 211
2025
Q2 		$273K Sell
139
-2
-1% -$3.63K 0.05% 199
2025
Q1 		$262K Buy
141
+27
+24% +$55K 0.05% 204
2024
Q4 		$241K Buy
+114
New +$239K 0.05% 225

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Delta Investment Management's FCNCA Position: Q2 2026 in Review

Delta Investment Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 167 shares worth $347K. The position accounts for 0.06% of the portfolio, ranked #199.

Delta Investment Management first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $358K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Delta Investment Management held 167 shares of First Citizens BancShares worth $347K as of Q2 2026.
  • Delta Investment Management left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up 0.06% of Delta Investment Management's portfolio in Q2 2026, its #199 holding.
  • Delta Investment Management first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
  • Delta Investment Management's First Citizens BancShares position peaked at $358K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.