Ground Swell Capital’s First Citizens BancShares FCNCA Stock Holding History

Ground Swell Capital’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 Q1	–	Sell	-103	Closed	-$221K	–	136
2025 Q4	$221K	Buy	+103	New	+$194K	0.45%	40
2025 Q1	–	Sell	-142	Closed	-$300K	–	186
2024 Q4	$300K	Buy	+142	New	+$298K	0.45%	47
2021 Q2	–	Sell	-248	Closed	-$207K	–	108
2021 Q1	$207K	Buy	+248	New	+$180K	0.67%	63
2014 Q3	–	Sell	-300	Closed	-$74K	–	2498
2014 Q2	$74K	Buy	+300	New	+$70K	0.14%	78

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ground Swell Capital's FCNCA Position: Q1 2026 in Review

Ground Swell Capital sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 103 shares — an estimated $221K sold.

Ground Swell Capital first reported a position in FCNCA in Q2 2014 and held it in 4 quarters. The position peaked at $300K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Ground Swell Capital reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Ground Swell Capital sold 103 First Citizens BancShares shares in Q1 2026, an estimated $221K.
Ground Swell Capital first reported a position in First Citizens BancShares in Q2 2014 and held it in 4 quarters.
Ground Swell Capital's First Citizens BancShares position peaked at $300K in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Ground Swell Capital's 13F filing for Q1 2026, filed 21 Apr 2026.