Hotchkis & Wiley Capital Management
FCNCA icon

Hotchkis & Wiley Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Hotchkis & Wiley Capital Management’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 		$250M Buy
132,830
+36,678
+38% +$73.6M 0.77% 38
2025
Q4 		$206M Buy
96,152
+445
+0.5% +$839K 0.62% 49
2025
Q3 		$171M Sell
95,707
-1,623
-2% -$3.2M 0.53% 57
2025
Q2 		$190M Buy
97,330
+53,741
+123% +$97.5M 0.62% 51
2025
Q1 		$80.8M Sell
43,589
-525
-1% -$1.07M 0.27% 75
2024
Q4 		$93.2M Buy
44,114
+621
+1% +$1.3M 0.31% 73
2024
Q3 		$80.1M Sell
43,493
-10,019
-19% -$19.1M 0.27% 84
2024
Q2 		$90.1M Sell
53,512
-1,394
-3% -$2.33M 0.31% 75
2024
Q1 		$89.8M Sell
54,906
-2,301
-4% -$3.46M 0.3% 73
2023
Q4 		$81.2M Sell
57,207
-23,840
-29% -$33.5M 0.29% 72
2023
Q3 		$112M Sell
81,047
-76,811
-49% -$106M 0.42% 56
2023
Q2 		$203M Sell
157,858
-28,880
-15% -$33.4M 0.75% 41
2023
Q1 		$182M Buy
186,738
+35,703
+24% +$26.5M 0.7% 44
2022
Q4 		$115M Buy
151,035
+4,979
+3% +$4.01M 0.44% 59
2022
Q3 		$116M Sell
146,056
-119,930
-45% -$93.7M 0.5% 55
2022
Q2 		$174M Sell
265,986
-2,879
-1% -$1.88M 0.69% 45
2022
Q1 		$179M Buy
+268,865
New +$209M 0.57% 54

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management's FCNCA Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management increased its First Citizens BancShares (FCNCA) stake by 38% in Q1 2026, buying an estimated $73.6M and bringing the position to 132,830 shares worth $250M. The position accounts for 0.77% of the portfolio, ranked #38.

Hotchkis & Wiley Capital Management first reported a position in FCNCA in Q1 2022 and has held it in 17 quarters since. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

  • Hotchkis & Wiley Capital Management held 132,830 shares of First Citizens BancShares worth $250M as of Q1 2026.
  • Hotchkis & Wiley Capital Management bought 36,678 First Citizens BancShares shares in Q1 2026, an estimated $73.6M.
  • First Citizens BancShares made up 0.77% of Hotchkis & Wiley Capital Management's portfolio in Q1 2026, its #38 holding.
  • Hotchkis & Wiley Capital Management first reported a position in First Citizens BancShares in Q1 2022 and has held it in 17 quarters since.
  • 604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.