Emerald Advisers’s First Citizens BancShares FCNCA Stock Holding History

Emerald Advisers’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	–	Sell	-95	Closed	-$179K	–	246
2026 Q1	$179K	Hold	95	–	–	0.01%	216
2025 Q4	$204K	Sell	95 -4	-4%	-$7.54K	0.01%	216
2025 Q3	$177K	Sell	99 -15	-13%	-$29.6K	0.01%	230
2025 Q2	$223K	Sell	114 -85	-43%	-$154K	0.01%	216
2025 Q1	$369K	Sell	199 -11	-5%	-$22.4K	0.02%	183
2024 Q4	$444K	Sell	210 -158	-43%	-$331K	0.02%	181
2024 Q3	$677K	Buy	+368	New	+$702K	0.03%	158
2023 Q2	–	Sell	-504	Closed	-$490K	–	220
2023 Q1	$490K	Buy	+504	New	+$374K	0.02%	176

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

Emerald Advisers's FCNCA Position: Q2 2026 in Review

Emerald Advisers sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 95 shares — an estimated $179K sold.

Emerald Advisers first reported a position in FCNCA in Q1 2023 and held it in 8 quarters. The position peaked at $677K in Q3 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Emerald Advisers reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
Emerald Advisers sold 95 First Citizens BancShares shares in Q2 2026, an estimated $179K.
Emerald Advisers first reported a position in First Citizens BancShares in Q1 2023 and held it in 8 quarters.
Emerald Advisers's First Citizens BancShares position peaked at $677K in Q3 2024.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Emerald Advisers's 13F filing for Q2 2026, filed 5 Aug 2026.