Jacobs Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Jacobs Asset 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	–	Sell	-3,500	Closed	-$7.51M	–	30
2025 Q4	$7.51M	Hold	3,500	–	–	4.18%	10
2025 Q3	$6.26M	Sell	3,500 -3,500	-50%	-$6.9M	3.43%	14
2025 Q2	$13.7M	Sell	7,000 -1,500	-18%	-$2.72M	7.81%	3
2025 Q1	$15.8M	Buy	8,500 +2,500	+42%	+$5.09M	9.86%	1
2024 Q4	$12.7M	Sell	6,000 -250	-4%	-$524K	7.63%	2
2024 Q3	$11.5M	Buy	6,250 +1,250	+25%	+$2.39M	7.61%	3
2024 Q2	$8.42M	Buy	5,000 +3,250	+186%	+$5.44M	5.34%	5
2024 Q1	$2.86M	Buy	+1,750	New	+$2.63M	2.19%	18
2021 Q4	–	Sell	-7,500	Closed	-$6.32M	–	41
2021 Q3	$6.32M	Hold	7,500	–	–	2.43%	20
2021 Q2	$6.36M	Hold	7,500	–	–	2.38%	19
2021 Q1	$6.27M	Hold	7,500	–	–	2.48%	18
2020 Q4	$4.31M	Buy	+7,500	New	+$3.78M	1.79%	22

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jacobs Asset Management's FCNCA Position: Q1 2026 in Review

Jacobs Asset Management sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 3,500 shares — an estimated $7.51M sold.

Jacobs Asset Management first reported a position in FCNCA in Q4 2020 and held it in 12 quarters. The position peaked at $15.8M in Q1 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Jacobs Asset Management reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Jacobs Asset Management sold 3,500 First Citizens BancShares shares in Q1 2026, an estimated $7.51M.
Jacobs Asset Management first reported a position in First Citizens BancShares in Q4 2020 and held it in 12 quarters.
Jacobs Asset Management's First Citizens BancShares position peaked at $15.8M in Q1 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Jacobs Asset Management's 13F filing for Q1 2026, filed 15 May 2026.