Everence Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Everence Capital Management’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	$256K	Sell	123 -108	-47%	-$217K	0.01%	708
2026 Q1	$435K	Buy	231 +76	+49%	+$153K	0.03%	423
2025 Q4	$333K	Sell	155 -105	-40%	-$198K	0.02%	551
2025 Q3	$465K	Hold	260	–	–	0.03%	422
2025 Q2	$509K	Sell	260 -40	-13%	-$72.6K	0.03%	375
2025 Q1	$556K	Sell	300 -10	-3%	-$20.4K	0.04%	342
2024 Q4	$655K	Buy	+310	New	+$649K	0.04%	298

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

Everence Capital Management's FCNCA Position: Q2 2026 in Review

Everence Capital Management reduced its First Citizens BancShares (FCNCA) stake by 47% in Q2 2026, selling an estimated $217K and leaving 123 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #708.

Everence Capital Management first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $655K in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Everence Capital Management held 123 shares of First Citizens BancShares worth $256K as of Q2 2026.
Everence Capital Management sold 108 First Citizens BancShares shares in Q2 2026, an estimated $217K.
First Citizens BancShares made up 0.01% of Everence Capital Management's portfolio in Q2 2026, its #708 holding.
Everence Capital Management first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
Everence Capital Management's First Citizens BancShares position peaked at $655K in Q4 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Everence Capital Management's 13F filing for Q2 2026, filed 4 Aug 2026.