Maltese Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Maltese Capital 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 Q1	$1.64M	Sell	868 -3,541	-80%	-$7.11M	0.32%	86
2025 Q4	$9.46M	Sell	4,409 -2,106	-32%	-$3.97M	1.68%	15
2025 Q3	$11.7M	Sell	6,515 -2,085	-24%	-$4.11M	1.77%	15
2025 Q2	$16.8M	Sell	8,600 -700	-8%	-$1.27M	2.36%	6
2025 Q1	$17.2M	Buy	9,300 +625	+7%	+$1.27M	2.8%	3
2024 Q4	$18.3M	Sell	8,675 -5,425	-38%	-$11.4M	2.8%	5
2024 Q3	$26M	Sell	14,100 -500	-3%	-$954K	3.98%	1
2024 Q2	$24.6M	Buy	14,600 +1,580	+12%	+$2.64M	4.54%	3
2024 Q1	$21.3M	Buy	13,020 +4,774	+58%	+$7.18M	4.1%	2
2023 Q4	$11.7M	Buy	8,246 +146	+2%	+$205K	3.3%	5
2023 Q3	$11.2M	Sell	8,100 -700	-8%	-$962K	4.25%	2
2023 Q2	$11.3M	Buy	8,800 +2,900	+49%	+$3.35M	3.9%	2
2023 Q1	$5.74M	Buy	5,900 +3,800	+181%	+$2.82M	2.14%	10
2022 Q4	$1.59M	Buy	2,100 +300	+17%	+$242K	0.44%	72
2022 Q3	$1.44M	Sell	1,800 -400	-18%	-$313K	0.33%	90
2022 Q2	$1.44M	Hold	2,200	–	–	0.31%	93
2022 Q1	$1.46M	Buy	2,200 +400	+22%	+$311K	0.28%	96
2021 Q4	$1.49M	Buy	1,800 +100	+6%	+$83.4K	0.25%	111
2021 Q3	$1.43M	Sell	1,700 -51	-3%	-$42.4K	0.25%	112
2021 Q2	$1.46M	Sell	1,751 -100	-5%	-$85.3K	0.23%	107
2021 Q1	$1.55M	Buy	1,851 +351	+23%	+$254K	0.2%	115
2020 Q4	$861K	Buy	+1,500	New	+$756K	0.13%	125
2019 Q4	–	Sell	-600	Closed	-$283K	–	177
2019 Q3	$283K	Sell	600 -5,200	-90%	-$2.37M	0.02%	170
2019 Q2	$2.61M	Sell	5,800 -3,700	-39%	-$1.62M	0.2%	139
2019 Q1	$3.87M	Sell	9,500 -500	-5%	-$208K	0.3%	107
2018 Q4	$3.77M	Sell	10,000 -1,400	-12%	-$588K	0.31%	98
2018 Q3	$5.16M	Buy	11,400 +2,900	+34%	+$1.28M	0.36%	95
2018 Q2	$3.43M	Buy	+8,500	New	+$3.66M	0.23%	128
2017 Q1	–	Sell	-1,200	Closed	-$426K	–	185
2016 Q4	$426K	Sell	1,200 -10,800	-90%	-$3.53M	0.04%	171
2016 Q3	$3.53M	Sell	12,000 -12,000	-50%	-$3.27M	0.43%	82
2016 Q2	$6.21M	Buy	24,000 +7,400	+45%	+$1.86M	0.78%	43
2016 Q1	$4.17M	Buy	16,600 +1,100	+7%	+$264K	0.54%	66
2015 Q4	$4M	Sell	15,500 -500	-3%	-$124K	0.47%	74
2015 Q3	$3.62M	Buy	16,000 +1,500	+10%	+$368K	0.4%	84
2015 Q2	$3.81M	Buy	14,500 +2,100	+17%	+$522K	0.43%	85
2015 Q1	$3.22M	Sell	12,400 -7,600	-38%	-$1.88M	0.37%	96
2014 Q4	$5.06M	Sell	20,000 -26,800	-57%	-$6.51M	0.6%	64
2014 Q3	$10.1M	Buy	46,800 +10,900	+30%	+$2.46M	1.22%	16
2014 Q2	$8.8M	Sell	35,900 -900	-2%	-$210K	1.15%	19
2014 Q1	$8.86M	Sell	36,800 -45,631	-55%	-$10.3M	1.08%	26
2013 Q4	$18.4M	Sell	82,431 -28,569	-26%	-$6.16M	1.88%	7
2013 Q3	$22.8M	Buy	111,000 +8,000	+8%	+$1.65M	2.39%	4
2013 Q2	$19.8M	Buy	+103,000	New	+$19.8M	2.08%	4

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

Maltese Capital Management's FCNCA Position: Q1 2026 in Review

Maltese Capital Management reduced its First Citizens BancShares (FCNCA) stake by 80% in Q1 2026, selling an estimated $7.11M and leaving 868 shares worth $1.64M. The position accounts for 0.32% of the portfolio, ranked #86.

Maltese Capital Management first reported a position in FCNCA in Q2 2013 and has held it in 43 quarters since. The position peaked at $26M in Q3 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Maltese Capital Management held 868 shares of First Citizens BancShares worth $1.64M as of Q1 2026.
Maltese Capital Management sold 3,541 First Citizens BancShares shares in Q1 2026, an estimated $7.11M.
First Citizens BancShares made up 0.32% of Maltese Capital Management's portfolio in Q1 2026, its #86 holding.
Maltese Capital Management first reported a position in First Citizens BancShares in Q2 2013 and has held it in 43 quarters since.
Maltese Capital Management's First Citizens BancShares position peaked at $26M in Q3 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Maltese Capital Management's 13F filing for Q1 2026, filed 15 May 2026.