Marmo Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Marmo Financial Group’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	$582K	Hold	308	–	–	0.29%	24
2025 Q4	$662K	Buy	308 +1	+0.3%	+$1.89K	0.31%	24
2025 Q3	$551K	Sell	307 -1	-0.3%	-$1.97K	0.27%	23
2025 Q2	$602K	Buy	308 +1	+0.3%	+$1.81K	0.3%	20
2025 Q1	$570K	Hold	307	–	–	0.31%	20
2024 Q4	$649K	Hold	307	–	–	0.35%	19
2024 Q3	$565K	Hold	307	–	–	0.3%	20
2024 Q2	$517K	Hold	307	–	–	0.31%	20
2024 Q1	$502K	Hold	307	–	–	0.31%	20
2023 Q4	$436K	Hold	307	–	–	0.33%	14
2023 Q3	$424K	Hold	307	–	–	0.4%	13
2023 Q2	$394K	Hold	307	–	–	0.36%	13
2023 Q1	$299K	Hold	307	–	–	0.28%	14
2022 Q4	$233K	Buy	+307	New	+$247K	0.22%	14

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

Marmo Financial Group's FCNCA Position: Q1 2026 in Review

Marmo Financial Group held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 308 shares worth $582K. The position accounts for 0.29% of the portfolio, ranked #24.

Marmo Financial Group first reported a position in FCNCA in Q4 2022 and has held it in 14 quarters since. The position peaked at $662K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Marmo Financial Group held 308 shares of First Citizens BancShares worth $582K as of Q1 2026.
Marmo Financial Group left its First Citizens BancShares share count unchanged in Q1 2026.
First Citizens BancShares made up 0.29% of Marmo Financial Group's portfolio in Q1 2026, its #24 holding.
Marmo Financial Group first reported a position in First Citizens BancShares in Q4 2022 and has held it in 14 quarters since.
Marmo Financial Group's First Citizens BancShares position peaked at $662K in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Marmo Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.