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Harvest Portfolios Group’s First Citizens BancShares FCNCA Stock Holding History

Harvest Portfolios Group’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 		– Sell
-3,073
Closed -$5.79M – 271
2026
Q1 		$5.79M Buy
3,073
+90
+3% +$181K 0.1% 113
2025
Q4 		$6.4M Sell
2,983
-309
-9% -$582K 0.11% 103
2025
Q3 		$5.89M Buy
3,292
+244
+8% +$481K 0.11% 108
2025
Q2 		$5.96M Sell
3,048
-145
-5% -$263K 0.14% 100
2025
Q1 		$5.92M Buy
3,193
+392
+14% +$798K 0.17% 98
2024
Q4 		$5.92M Sell
2,801
-39
-1% -$81.7K 0.2% 77
2024
Q3 		$5.23M Sell
2,840
-502
-15% -$958K 0.17% 95
2024
Q2 		$5.63M Sell
3,342
-214
-6% -$358K 0.22% 81
2024
Q1 		$5.81M Buy
3,556
+582
+20% +$875K 0.23% 77
2023
Q4 		$4.22M Sell
2,974
-422
-12% -$593K 0.18% 96
2023
Q3 		$4.69M Sell
3,396
-4
-0.1% -$5.5K 0.22% 69
2023
Q2 		$4.36M Buy
+3,400
New +$3.93M 0.2% 82

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

Harvest Portfolios Group's FCNCA Position: Q2 2026 in Review

Harvest Portfolios Group sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 3,073 shares — an estimated $5.79M sold.

Harvest Portfolios Group first reported a position in FCNCA in Q2 2023 and held it in 12 quarters. The position peaked at $6.4M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Harvest Portfolios Group reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Harvest Portfolios Group sold 3,073 First Citizens BancShares shares in Q2 2026, an estimated $5.79M.
  • Harvest Portfolios Group first reported a position in First Citizens BancShares in Q2 2023 and held it in 12 quarters.
  • Harvest Portfolios Group's First Citizens BancShares position peaked at $6.4M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.