E.S. Barr & Co’s First Citizens BancShares FCNCA Stock Holding History

E.S. Barr & Co’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	$11.5M	Sell	5,546 -232	-4%	-$465K	0.65%	25
2026 Q1	$10.9M	Sell	5,778 -217	-4%	-$435K	0.63%	28
2025 Q4	$12.9M	Buy	5,995 +1,495	+33%	+$2.82M	0.67%	28
2025 Q3	$8.05M	Buy	4,500 +170	+4%	+$335K	0.44%	34
2025 Q2	$8.47M	Buy	4,330 +1,475	+52%	+$2.68M	0.49%	33
2025 Q1	$5.29M	Buy	2,855 +2,755	+2,755%	+$5.61M	0.32%	35
2024 Q4	$211K	Buy	+100	New	+$210K	0.01%	103

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

E.S. Barr & Co's FCNCA Position: Q2 2026 in Review

E.S. Barr & Co reduced its First Citizens BancShares (FCNCA) stake by 4% in Q2 2026, selling an estimated $465K and leaving 5,546 shares worth $11.5M. The position accounts for 0.65% of the portfolio, ranked #25.

E.S. Barr & Co first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $12.9M in Q4 2025. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

E.S. Barr & Co held 5,546 shares of First Citizens BancShares worth $11.5M as of Q2 2026.
E.S. Barr & Co sold 232 First Citizens BancShares shares in Q2 2026, an estimated $465K.
First Citizens BancShares made up 0.65% of E.S. Barr & Co's portfolio in Q2 2026, its #25 holding.
E.S. Barr & Co first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
E.S. Barr & Co's First Citizens BancShares position peaked at $12.9M in Q4 2025.
624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on E.S. Barr & Co's 13F filing for Q2 2026, filed 13 Aug 2026.