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

Marathon 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	$283K	Sell	150 -145	-49%	-$291K	0.06%	140
2025 Q4	$633K	Hold	295	–	–	0.14%	95
2025 Q3	$528K	Sell	295 -130	-31%	-$256K	0.12%	97
2025 Q2	$832K	Buy	425 +40	+10%	+$72.6K	0.21%	73
2025 Q1	$714K	Buy	385 +20	+5%	+$40.7K	0.19%	75
2024 Q4	$771K	Sell	365 -40	-10%	-$83.8K	0.19%	75
2024 Q3	$746K	Buy	405 +80	+25%	+$153K	0.18%	76
2024 Q2	$547K	Buy	325 +30	+10%	+$50.2K	0.14%	85
2024 Q1	$482K	Buy	295 +20	+7%	+$30.1K	0.12%	97
2023 Q4	$390K	Buy	275 +120	+77%	+$169K	0.1%	104
2023 Q3	$214K	Buy	+155	New	+$213K	0.05%	134

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

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

Marathon Capital Management reduced its First Citizens BancShares (FCNCA) stake by 49% in Q1 2026, selling an estimated $291K and leaving 150 shares worth $283K. The position accounts for 0.06% of the portfolio, ranked #140.

Marathon Capital Management first reported a position in FCNCA in Q3 2023 and has held it in 11 quarters since. The position peaked at $832K in Q2 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Marathon Capital Management held 150 shares of First Citizens BancShares worth $283K as of Q1 2026.
Marathon Capital Management sold 145 First Citizens BancShares shares in Q1 2026, an estimated $291K.
First Citizens BancShares made up 0.06% of Marathon Capital Management's portfolio in Q1 2026, its #140 holding.
Marathon Capital Management first reported a position in First Citizens BancShares in Q3 2023 and has held it in 11 quarters since.
Marathon Capital Management's First Citizens BancShares position peaked at $832K in Q2 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.