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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
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

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

Delta Investment Management's FCNCA Position: Q1 2026 in Review

Delta Investment Management held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 167 shares worth $314K. The position accounts for 0.06% of the portfolio, ranked #195.

Delta Investment Management first reported a position in FCNCA in Q4 2024 and has held it in 6 quarters since. The position peaked at $358K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Delta Investment Management held 167 shares of First Citizens BancShares worth $314K as of Q1 2026.
  • Delta Investment Management left its First Citizens BancShares share count unchanged in Q1 2026.
  • First Citizens BancShares made up 0.06% of Delta Investment Management's portfolio in Q1 2026, its #195 holding.
  • Delta Investment Management first reported a position in First Citizens BancShares in Q4 2024 and has held it in 6 quarters since.
  • Delta Investment Management's First Citizens BancShares position peaked at $358K in Q4 2025.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.