Denali Advisors’s First Citizens BancShares FCNCA Stock Holding History

Denali Advisors’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	$283K	Sell	150 -50	-25%	-$100K	0.03%	283
2025 Q4	$429K	Buy	+200	New	+$377K	0.05%	257
2022 Q1	–	Sell	-7	Closed	-$6K	–	394
2021 Q4	$6K	Hold	7	–	–	﹤0.01%	339
2021 Q3	$6K	Hold	7	–	–	﹤0.01%	238
2021 Q2	$6K	Hold	7	–	–	﹤0.01%	230
2021 Q1	$6K	Sell	7 -3	-30%	-$2.17K	﹤0.01%	315
2020 Q4	$6K	Buy	+10	New	+$5.04K	﹤0.01%	339
2018 Q3	–	Sell	-10	Closed	-$4K	–	271
2018 Q2	$4K	Hold	10	–	–	﹤0.01%	178
2018 Q1	$4K	Hold	10	–	–	﹤0.01%	166
2017 Q4	$4K	Hold	10	–	–	﹤0.01%	169
2017 Q3	$4K	Sell	10 -2	-17%	-$716	﹤0.01%	158
2017 Q2	$4K	Hold	12	–	–	﹤0.01%	151
2017 Q1	$4K	Hold	12	–	–	﹤0.01%	146
2016 Q4	$4K	Hold	12	–	–	﹤0.01%	158
2016 Q3	$4K	Hold	12	–	–	﹤0.01%	151
2016 Q2	$3K	Hold	12	–	–	﹤0.01%	159
2016 Q1	$3K	Hold	12	–	–	﹤0.01%	165
2015 Q4	$3K	Hold	12	–	–	﹤0.01%	163
2015 Q3	$3K	Buy	+12	New	+$2.94K	﹤0.01%	164
2015 Q2	–	Sell	-7	Closed	-$2K	–	293
2015 Q1	$2K	Hold	7	–	–	﹤0.01%	212
2014 Q4	$2K	Hold	7	–	–	﹤0.01%	192
2014 Q3	$2K	Buy	+7	New	+$1.58K	﹤0.01%	177

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Denali Advisors's FCNCA Position: Q1 2026 in Review

Denali Advisors reduced its First Citizens BancShares (FCNCA) stake by 25% in Q1 2026, selling an estimated $100K and leaving 150 shares worth $283K. The position accounts for 0.03% of the portfolio, ranked #283.

Denali Advisors first reported a position in FCNCA in Q3 2014 and has held it in 22 quarters since. The position peaked at $429K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Denali Advisors held 150 shares of First Citizens BancShares worth $283K as of Q1 2026.
Denali Advisors sold 50 First Citizens BancShares shares in Q1 2026, an estimated $100K.
First Citizens BancShares made up 0.03% of Denali Advisors's portfolio in Q1 2026, its #283 holding.
Denali Advisors first reported a position in First Citizens BancShares in Q3 2014 and has held it in 22 quarters since.
Denali Advisors's First Citizens BancShares position peaked at $429K in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.