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IEQ Capital’s First Citizens BancShares FCNCA Stock Holding History

IEQ Capital’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 		$308K Sell
148
-96
-39% -$193K ﹤0.01% 1628
2026
Q1 		$460K Sell
244
-3,041
-93% -$6.1M ﹤0.01% 1344
2025
Q4 		$7.05M Buy
3,285
+672
+26% +$1.27M 0.02% 434
2025
Q3 		$4.68M Buy
2,613
+279
+12% +$550K 0.01% 504
2025
Q2 		$4.57M Buy
2,334
+2,090
+857% +$3.79M 0.03% 449
2025
Q1 		$452K Hold
244
– – ﹤0.01% 1017
2024
Q4 		$516K Sell
244
-22
-8% -$46.1K 0.01% 837
2024
Q3 		$490K Sell
266
-159
-37% -$303K 0.01% 760
2024
Q2 		$716K Buy
425
+132
+45% +$221K 0.01% 554
2024
Q1 		$479K Buy
293
+45
+18% +$67.7K 0.01% 629
2023
Q4 		$352K Buy
248
+67
+37% +$94.1K 0.01% 682
2023
Q3 		$250K Buy
181
+14
+8% +$19.2K 0.01% 774
2023
Q2 		$214K Sell
167
-43
-20% -$49.7K ﹤0.01% 789
2023
Q1 		$204K Buy
+210
New +$156K ﹤0.01% 819

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

IEQ Capital's FCNCA Position: Q2 2026 in Review

IEQ Capital reduced its First Citizens BancShares (FCNCA) stake by 39% in Q2 2026, selling an estimated $193K and leaving 148 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1628.

IEQ Capital first reported a position in FCNCA in Q1 2023 and has held it in 14 quarters since. The position peaked at $7.05M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • IEQ Capital held 148 shares of First Citizens BancShares worth $308K as of Q2 2026.
  • IEQ Capital sold 96 First Citizens BancShares shares in Q2 2026, an estimated $193K.
  • First Citizens BancShares made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1628 holding.
  • IEQ Capital first reported a position in First Citizens BancShares in Q1 2023 and has held it in 14 quarters since.
  • IEQ Capital's First Citizens BancShares position peaked at $7.05M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.