Disciplined Investors’s First Citizens BancShares FCNCA Stock Holding History

Disciplined Investors’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	$1.34M	Buy	+642	New	+$1.29M	0.67%	43

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

Disciplined Investors's FCNCA Position: Q2 2026 in Review

Disciplined Investors opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 642 shares worth $1.34M. The stake represents 0.67% of the portfolio and ranks #43 among its holdings.

625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Disciplined Investors held 642 shares of First Citizens BancShares worth $1.34M as of Q2 2026.
First Citizens BancShares was a new Disciplined Investors position in Q2 2026.
First Citizens BancShares made up 0.67% of Disciplined Investors's portfolio in Q2 2026, its #43 holding.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Disciplined Investors's 13F filing for Q2 2026, filed 11 Aug 2026.