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Leavell Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Leavell Investment 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
Q2 		$273K Sell
131
-10
-7% -$20.1K 0.01% 557
2026
Q1 		$266K Hold
141
– – 0.01% 539
2025
Q4 		$303K Sell
141
-5
-3% -$9.42K 0.01% 496
2025
Q3 		$261K Hold
146
– – 0.01% 522
2025
Q2 		$286K Buy
+146
New +$265K 0.01% 498

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

Leavell Investment Management's FCNCA Position: Q2 2026 in Review

Leavell Investment Management reduced its First Citizens BancShares (FCNCA) stake by 7.1% in Q2 2026, selling an estimated $20.1K and leaving 131 shares worth $273K. The position accounts for 0.01% of the portfolio, ranked #557.

Leavell Investment Management first reported a position in FCNCA in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Leavell Investment Management held 131 shares of First Citizens BancShares worth $273K as of Q2 2026.
  • Leavell Investment Management sold 10 First Citizens BancShares shares in Q2 2026, an estimated $20.1K.
  • First Citizens BancShares made up 0.01% of Leavell Investment Management's portfolio in Q2 2026, its #557 holding.
  • Leavell Investment Management first reported a position in First Citizens BancShares in Q2 2025 and has held it in 5 quarters since.
  • Leavell Investment Management's First Citizens BancShares position peaked at $303K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.