Mackenzie Financial
FCNCA icon

Mackenzie Financial’s First Citizens BancShares FCNCA Stock Holding History

Mackenzie Financial’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 		$474K Sell
228
-437
-66% -$876K ﹤0.01% 1331
2026
Q1 		$1.25M Buy
665
+34
+5% +$68.2K ﹤0.01% 1036
2025
Q4 		$1.36M Buy
631
+24
+4% +$45.2K ﹤0.01% 972
2025
Q3 		$1.09M Buy
607
+285
+89% +$562K ﹤0.01% 1042
2025
Q2 		$630K Sell
322
-300
-48% -$544K ﹤0.01% 1151
2025
Q1 		$1.15M Buy
622
+299
+93% +$609K ﹤0.01% 944
2024
Q4 		$683K Sell
323
-347
-52% -$727K ﹤0.01% 1047
2024
Q3 		$1.23M Sell
670
-13,383
-95% -$25.5M ﹤0.01% 829
2024
Q2 		$23.7M Buy
14,053
+12,463
+784% +$20.8M 0.04% 305
2024
Q1 		$2.6M Sell
1,590
-324
-17% -$487K ﹤0.01% 685
2023
Q4 		$2.72M Buy
1,914
+903
+89% +$1.27M ﹤0.01% 669
2023
Q3 		$1.3M Buy
1,011
+143
+16% +$197K ﹤0.01% 794
2023
Q2 		$1.12M Buy
+868
New +$1M ﹤0.01% 846
2019
Q2 		– Sell
-1,187
Closed -$483K – 1148
2019
Q1 		$483K Buy
+1,187
New +$493K ﹤0.01% 1031
2016
Q4 		– Sell
-1,488
Closed -$437K – 669
2016
Q3 		$437K Sell
1,488
-1,668
-53% -$454K ﹤0.01% 517
2016
Q2 		$817K Buy
3,156
+97
+3% +$24.4K ﹤0.01% 649
2016
Q1 		$768K Buy
3,059
+1,587
+108% +$381K 0.01% 576
2015
Q4 		$380K Buy
1,472
+206
+16% +$51.2K ﹤0.01% 713
2015
Q3 		$286K Buy
1,266
+158
+14% +$38.7K ﹤0.01% 743
2015
Q2 		$291K Buy
1,108
+100
+10% +$24.9K ﹤0.01% 748
2015
Q1 		$262K Buy
1,008
+109
+12% +$26.9K ﹤0.01% 741
2014
Q4 		$227K Buy
+899
New +$218K ﹤0.01% 721
2014
Q3 		– Sell
-1,532
Closed -$375K – 730
2014
Q2 		$375K Buy
+1,532
New +$357K ﹤0.01% 615

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

Mackenzie Financial's FCNCA Position: Q2 2026 in Review

Mackenzie Financial reduced its First Citizens BancShares (FCNCA) stake by 66% in Q2 2026, selling an estimated $876K and leaving 228 shares worth $474K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Mackenzie Financial first reported a position in FCNCA in Q2 2014 and has held it in 23 quarters since. The position peaked at $23.7M in Q2 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Mackenzie Financial held 228 shares of First Citizens BancShares worth $474K as of Q2 2026.
  • Mackenzie Financial sold 437 First Citizens BancShares shares in Q2 2026, an estimated $876K.
  • First Citizens BancShares made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #1331 holding.
  • Mackenzie Financial first reported a position in First Citizens BancShares in Q2 2014 and has held it in 23 quarters since.
  • Mackenzie Financial's First Citizens BancShares position peaked at $23.7M in Q2 2024.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.