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Independent Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Independent Financial 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 		$583K Hold
280
– – 0.01% 928
2026
Q1 		$528K Hold
280
– – 0.01% 910
2025
Q4 		$601K Hold
280
– – 0.01% 808
2025
Q3 		$501K Hold
280
– – 0.01% 853
2025
Q2 		$548K Hold
280
– – 0.02% 741
2025
Q1 		$519K Sell
280
-350
-56% -$713K 0.02% 696
2024
Q4 		$1.33M Sell
630
-160
-20% -$335K 0.04% 400
2024
Q3 		$1.45M Sell
790
-5
-0.6% -$9.54K 0.05% 347
2024
Q2 		$1.34M Sell
795
-50
-6% -$83.6K 0.05% 327
2024
Q1 		$1.38M Buy
845
+34
+4% +$51.1K 0.06% 304
2023
Q4 		$1.15M Buy
+811
New +$1.14M 0.06% 324

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

Independent Financial Group's FCNCA Position: Q2 2026 in Review

Independent Financial Group held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 280 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #928.

Independent Financial Group first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.45M in Q3 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Independent Financial Group held 280 shares of First Citizens BancShares worth $583K as of Q2 2026.
  • Independent Financial Group left its First Citizens BancShares share count unchanged in Q2 2026.
  • First Citizens BancShares made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #928 holding.
  • Independent Financial Group first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
  • Independent Financial Group's First Citizens BancShares position peaked at $1.45M in Q3 2024.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.