Harbor Investment Advisory’s First Citizens BancShares FCNCA Stock Holding History

Harbor Investment Advisory’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	$31.2K	Hold	15	–	–	﹤0.01%	850
2026 Q1	$28.3K	Hold	15	–	–	﹤0.01%	719
2025 Q4	$32.2K	Buy	15 +9	+150%	+$17K	﹤0.01%	735
2025 Q3	$10.7K	Hold	6	–	–	﹤0.01%	896
2025 Q2	$11.7K	Hold	6	–	–	﹤0.01%	861
2025 Q1	$11.1K	Hold	6	–	–	﹤0.01%	857
2024 Q4	$12.7K	Hold	6	–	–	﹤0.01%	822
2024 Q3	$11K	Hold	6	–	–	﹤0.01%	850
2024 Q2	$10.1K	Sell	6 -4	-40%	-$6.69K	﹤0.01%	857
2024 Q1	$16.4K	Buy	10 +4	+67%	+$6.02K	﹤0.01%	769
2023 Q4	$8.51K	Hold	6	–	–	﹤0.01%	854
2023 Q3	$8.28K	Sell	6 -1	-14%	-$1.37K	﹤0.01%	847
2023 Q2	$8.98K	Buy	7 +1	+17%	+$1.16K	﹤0.01%	1041
2023 Q1	$5.84K	Hold	6	–	–	﹤0.01%	1105
2022 Q4	$4.55K	Hold	6	–	–	﹤0.01%	1119
2022 Q3	$5K	Hold	6	–	–	﹤0.01%	1126
2022 Q2	$4K	Hold	6	–	–	﹤0.01%	1167
2022 Q1	$4K	Buy	+6	New	+$4.67K	﹤0.01%	1182

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 $3.38T AUM 44.17% 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

Harbor Investment Advisory's FCNCA Position: Q2 2026 in Review

Harbor Investment Advisory held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 15 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #850.

Harbor Investment Advisory first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $32.2K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Harbor Investment Advisory held 15 shares of First Citizens BancShares worth $31.2K as of Q2 2026.
Harbor Investment Advisory left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #850 holding.
Harbor Investment Advisory first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
Harbor Investment Advisory's First Citizens BancShares position peaked at $32.2K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.