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

Jefferies 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 		– Sell
-128
Closed -$241K – 1775
2026
Q1 		$241K Buy
+128
New +$257K ﹤0.01% 1450
2024
Q2 		– Sell
-456
Closed -$746K – 1541
2024
Q1 		$746K Buy
+456
New +$686K 0.01% 929
2023
Q1 		– Sell
-12,296
Closed -$9.32M – 1738
2022
Q4 		$9.32M Buy
+12,296
New +$9.9M 0.06% 230

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

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

Jefferies Financial Group sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 128 shares — an estimated $241K sold.

Jefferies Financial Group first reported a position in FCNCA in Q4 2022 and held it in 3 quarters. The position peaked at $9.32M in Q4 2022. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Jefferies Financial Group reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 128 First Citizens BancShares shares in Q2 2026, an estimated $241K.
  • Jefferies Financial Group first reported a position in First Citizens BancShares in Q4 2022 and held it in 3 quarters.
  • Jefferies Financial Group's First Citizens BancShares position peaked at $9.32M in Q4 2022.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.