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 Q2	$260K	Sell	125 -25	-17%	-$50.1K	0.05%	155
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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Marathon Capital Management's FCNCA Position: Q2 2026 in Review

Marathon Capital Management reduced its First Citizens BancShares (FCNCA) stake by 17% in Q2 2026, selling an estimated $50.1K and leaving 125 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #155.

Marathon Capital Management first reported a position in FCNCA in Q3 2023 and has held it in 12 quarters since. The position peaked at $832K in Q2 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Marathon Capital Management held 125 shares of First Citizens BancShares worth $260K as of Q2 2026.
Marathon Capital Management sold 25 First Citizens BancShares shares in Q2 2026, an estimated $50.1K.
First Citizens BancShares made up 0.05% of Marathon Capital Management's portfolio in Q2 2026, its #155 holding.
Marathon Capital Management first reported a position in First Citizens BancShares in Q3 2023 and has held it in 12 quarters since.
Marathon Capital Management's First Citizens BancShares position peaked at $832K in Q2 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Marathon Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.