Harbour Investments’s First Citizens BancShares FCNCA Stock Holding History

Harbour Investments’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	$87K	Buy	46 +42	+1,050%	+$84.3K	﹤0.01%	2038
2025 Q4	$8.59K	Buy	4 +3	+300%	+$5.66K	﹤0.01%	2817
2025 Q3	$1.79K	Hold	1	–	–	﹤0.01%	3301
2025 Q2	$1.96K	Sell	1 -2	-67%	-$3.63K	﹤0.01%	3138
2025 Q1	$5.56K	Buy	3 +2	+200%	+$4.07K	﹤0.01%	2782
2024 Q4	$2.11K	Hold	1	–	–	﹤0.01%	3002
2024 Q3	$1.84K	Sell	1 -1	-50%	-$1.91K	﹤0.01%	2944
2024 Q2	$3.37K	Hold	2	–	–	﹤0.01%	2655
2024 Q1	$3.27K	Buy	+2	New	+$3.01K	﹤0.01%	2639
2023 Q4	–	Sell	-1	Closed	-$1.38K	–	3145
2023 Q3	$1.38K	Buy	+1	New	+$1.37K	﹤0.01%	2635
2022 Q4	–	Sell	-3	Closed	-$2K	–	3028
2022 Q3	$2K	Hold	3	–	–	﹤0.01%	2430
2022 Q2	$2K	Buy	+3	New	+$1.96K	﹤0.01%	2430

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

Harbour Investments's FCNCA Position: Q1 2026 in Review

Harbour Investments increased its First Citizens BancShares (FCNCA) stake by 1,050% in Q1 2026, buying an estimated $84.3K and bringing the position to 46 shares worth $87K. The position accounts for ﹤0.01% of the portfolio, ranked #2038.

Harbour Investments first reported a position in FCNCA in Q2 2022 and has held it in 12 quarters since. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Harbour Investments held 46 shares of First Citizens BancShares worth $87K as of Q1 2026.
Harbour Investments bought 42 First Citizens BancShares shares in Q1 2026, an estimated $84.3K.
First Citizens BancShares made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #2038 holding.
Harbour Investments first reported a position in First Citizens BancShares in Q2 2022 and has held it in 12 quarters since.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.