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 Q2	$387K	Sell	186 -8	-4%	-$16K	0.02%	507
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

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 $3.38T AUM 44.17% 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

Dorsey & Whitney Trust's FCNCA Position: Q2 2026 in Review

Dorsey & Whitney Trust reduced its First Citizens BancShares (FCNCA) stake by 4.1% in Q2 2026, selling an estimated $16K and leaving 186 shares worth $387K. 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 13 quarters since. The position peaked at $416K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Dorsey & Whitney Trust held 186 shares of First Citizens BancShares worth $387K as of Q2 2026.
Dorsey & Whitney Trust sold 8 First Citizens BancShares shares in Q2 2026, an estimated $16K.
First Citizens BancShares made up 0.02% of Dorsey & Whitney Trust's portfolio in Q2 2026, its #507 holding.
Dorsey & Whitney Trust first reported a position in First Citizens BancShares in Q2 2023 and has held it in 13 quarters since.
Dorsey & Whitney Trust's First Citizens BancShares position peaked at $416K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Dorsey & Whitney Trust's 13F filing for Q2 2026, filed 14 Aug 2026.