Hoey Investments’s First Citizens BancShares FCNCA Stock Holding History

Hoey 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 Q2	$4.16K	Hold	2	–	–	﹤0.01%	307
2026 Q1	$3.77K	Hold	2	–	–	﹤0.01%	300
2025 Q4	$4.29K	Hold	2	–	–	﹤0.01%	300
2025 Q3	$3.58K	Hold	2	–	–	﹤0.01%	307
2025 Q2	$3.91K	Hold	2	–	–	﹤0.01%	296
2025 Q1	$3.71K	Hold	2	–	–	﹤0.01%	264
2024 Q4	$4.23K	Hold	2	–	–	﹤0.01%	251
2024 Q3	$3.37K	Hold	2	–	–	﹤0.01%	274
2024 Q2	$3.37K	Hold	2	–	–	﹤0.01%	274
2024 Q1	$3.27K	Hold	2	–	–	﹤0.01%	275
2023 Q4	$2.84K	Hold	2	–	–	﹤0.01%	283
2023 Q3	$2.76K	Hold	2	–	–	﹤0.01%	283
2023 Q2	$2.57K	Hold	2	–	–	﹤0.01%	289
2023 Q1	$1.95K	Buy	+2	New	+$1.49K	﹤0.01%	297

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Hoey Investments's FCNCA Position: Q2 2026 in Review

Hoey Investments held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 2 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #307.

Hoey Investments first reported a position in FCNCA in Q1 2023 and has held it in 14 quarters since. The position peaked at $4.29K in Q4 2025. 310 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Hoey Investments held 2 shares of First Citizens BancShares worth $4.16K as of Q2 2026.
Hoey Investments left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Hoey Investments's portfolio in Q2 2026, its #307 holding.
Hoey Investments first reported a position in First Citizens BancShares in Q1 2023 and has held it in 14 quarters since.
Hoey Investments's First Citizens BancShares position peaked at $4.29K in Q4 2025.
310 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Hoey Investments's 13F filing for Q2 2026, filed 27 Jul 2026.