Dorsey & Whitney Trust’s First Citizens BancShares FCNCA Stock Holding History

Dorsey & Whitney Trust’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	$365K	Hold	194	–	–	0.02%	507
2025 Q4	$416K	Buy	194 +2	+1%	+$3.77K	0.02%	473
2025 Q3	$344K	Hold	192	–	–	0.02%	507
2025 Q2	$376K	Buy	192 +5	+3%	+$9.07K	0.02%	489
2025 Q1	$347K	Hold	187	–	–	0.02%	480
2024 Q4	$395K	Hold	187	–	–	0.02%	444
2024 Q3	$344K	Hold	187	–	–	0.02%	481
2024 Q2	$315K	Hold	187	–	–	0.02%	453
2024 Q1	$306K	Hold	187	–	–	0.02%	468
2023 Q4	$265K	Sell	187 -2	-1%	-$2.81K	0.02%	482
2023 Q3	$261K	Buy	189 +2	+1%	+$2.75K	0.02%	466
2023 Q2	$240K	Buy	+187	New	+$216K	0.02%	501

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

Dorsey & Whitney Trust's FCNCA Position: Q1 2026 in Review

Dorsey & Whitney Trust held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 194 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #507.

Dorsey & Whitney Trust first reported a position in FCNCA in Q2 2023 and has held it in 12 quarters since. The position peaked at $416K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Dorsey & Whitney Trust held 194 shares of First Citizens BancShares worth $365K as of Q1 2026.
Dorsey & Whitney Trust left its First Citizens BancShares share count unchanged in Q1 2026.
First Citizens BancShares made up 0.02% of Dorsey & Whitney Trust's portfolio in Q1 2026, its #507 holding.
Dorsey & Whitney Trust first reported a position in First Citizens BancShares in Q2 2023 and has held it in 12 quarters since.
Dorsey & Whitney Trust's First Citizens BancShares position peaked at $416K in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q1 2026, filed 14 May 2026.