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

Evergreen 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 		$295K Sell
142
-271
-66% -$543K 0.01% 1229
2026
Q1 		$778K Buy
413
+24
+6% +$48.2K 0.02% 579
2025
Q4 		$835K Buy
+389
New +$733K 0.02% 519

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

Evergreen Capital Management reduced its First Citizens BancShares (FCNCA) stake by 66% in Q2 2026, selling an estimated $543K and leaving 142 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #1229.

Evergreen Capital Management first reported a position in FCNCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $835K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Evergreen Capital Management held 142 shares of First Citizens BancShares worth $295K as of Q2 2026.
  • Evergreen Capital Management sold 271 First Citizens BancShares shares in Q2 2026, an estimated $543K.
  • First Citizens BancShares made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1229 holding.
  • Evergreen Capital Management first reported a position in First Citizens BancShares in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Capital Management's First Citizens BancShares position peaked at $835K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.