JT Stratford LLC’s First Citizens BancShares FCNCA Stock Holding History

JT Stratford LLC’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	$812K	Buy	431 +8	+2%	+$16.1K	0.1%	172
2025 Q4	$908K	Buy	423 +17	+4%	+$32K	0.12%	157
2025 Q3	$726K	Sell	406 -1	-0.2%	-$1.97K	0.1%	175
2025 Q2	$796K	Sell	407 -778	-66%	-$1.41M	0.12%	161
2025 Q1	$2.2M	Sell	1,185 -62	-5%	-$126K	0.39%	51
2024 Q4	$2.63M	Buy	1,247 +5	+0.4%	+$10.5K	0.43%	41
2024 Q3	$2.29M	Sell	1,242 -440	-26%	-$840K	0.39%	56
2024 Q2	$2.83M	Sell	1,682 -142	-8%	-$238K	0.53%	39
2024 Q1	$2.98M	Buy	1,824 +1,404	+334%	+$2.11M	0.59%	33
2023 Q4	$596K	Buy	420 +131	+45%	+$184K	0.14%	168
2023 Q3	$399K	Buy	289 +22	+8%	+$30.2K	0.1%	179
2023 Q2	$343K	Buy	267 +13	+5%	+$15K	0.09%	188
2023 Q1	$247K	Buy	+254	New	+$189K	0.07%	205

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

JT Stratford LLC's FCNCA Position: Q1 2026 in Review

JT Stratford LLC increased its First Citizens BancShares (FCNCA) stake by 1.9% in Q1 2026, buying an estimated $16.1K and bringing the position to 431 shares worth $812K. The position accounts for 0.1% of the portfolio, ranked #172.

JT Stratford LLC first reported a position in FCNCA in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.98M in Q1 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

JT Stratford LLC held 431 shares of First Citizens BancShares worth $812K as of Q1 2026.
JT Stratford LLC bought 8 First Citizens BancShares shares in Q1 2026, an estimated $16.1K.
First Citizens BancShares made up 0.1% of JT Stratford LLC's portfolio in Q1 2026, its #172 holding.
JT Stratford LLC first reported a position in First Citizens BancShares in Q1 2023 and has held it in 13 quarters since.
JT Stratford LLC's First Citizens BancShares position peaked at $2.98M in Q1 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.