Jones Financial Companies
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Jones Financial Companies’s First Citizens BancShares FCNCA Stock Holding History

Jones Financial Companies’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 		$40.8M Buy
19,602
+1,229
+7% +$2.46M 0.02% 462
2026
Q1 		$33.7M Buy
18,373
+17,877
+3,604% +$35.9M 0.02% 446
2025
Q4 		$1.07M Buy
496
+3
+0.6% +$5.66K ﹤0.01% 1203
2025
Q3 		$912K Buy
493
+128
+35% +$252K ﹤0.01% 1164
2025
Q2 		$715K Sell
365
-185
-34% -$336K ﹤0.01% 1134
2025
Q1 		$1.01M Buy
550
+303
+123% +$617K ﹤0.01% 854
2024
Q4 		$521K Buy
247
+38
+18% +$79.6K ﹤0.01% 980
2024
Q3 		$385K Buy
209
+90
+76% +$172K ﹤0.01% 918
2024
Q2 		$200K Buy
119
+113
+1,883% +$189K ﹤0.01% 838
2024
Q1 		$9.81K Buy
6
+2
+50% +$3.01K ﹤0.01% 1068
2023
Q4 		$5.68K Buy
4
+2
+100% +$2.81K ﹤0.01% 746
2023
Q3 		$2.76K Buy
+2
New +$2.75K ﹤0.01% 548
2023
Q2 		– Sell
-11
Closed -$10.7K – 550
2023
Q1 		$10.7K Buy
11
+10
+1,000% +$7.43K ﹤0.01% 466
2022
Q4 		$1K Buy
+1
New +$805 ﹤0.01% 666

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

Jones Financial Companies's FCNCA Position: Q2 2026 in Review

Jones Financial Companies increased its First Citizens BancShares (FCNCA) stake by 6.7% in Q2 2026, buying an estimated $2.46M and bringing the position to 19,602 shares worth $40.8M. The position accounts for 0.02% of the portfolio, ranked #462.

Jones Financial Companies first reported a position in FCNCA in Q4 2022 and has held it in 14 quarters since. 624 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Jones Financial Companies held 19,602 shares of First Citizens BancShares worth $40.8M as of Q2 2026.
  • Jones Financial Companies bought 1,229 First Citizens BancShares shares in Q2 2026, an estimated $2.46M.
  • First Citizens BancShares made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #462 holding.
  • Jones Financial Companies first reported a position in First Citizens BancShares in Q4 2022 and has held it in 14 quarters since.
  • 624 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.