Mason & Associates (California)’s First Citizens BancShares FCNCA Stock Holding History

Mason & Associates (California)’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	$252K	Hold	121	–	–	0.04%	152
2026 Q1	$223K	Hold	121	–	–	0.04%	151
2025 Q4	$260K	Hold	121	–	–	0.05%	146
2025 Q3	$216K	Hold	121	–	–	0.04%	127
2025 Q2	$237K	Hold	121	–	–	0.05%	110
2025 Q1	$224K	Hold	121	–	–	0.06%	107
2024 Q4	$256K	Hold	121	–	–	0.06%	96
2024 Q3	$223K	Hold	121	–	–	0.06%	106
2024 Q2	$204K	Buy	+121	New	+$202K	0.05%	107
2023 Q4	–	Sell	-171	Closed	-$236K	–	84
2023 Q3	$236K	Hold	171	–	–	0.08%	75
2023 Q2	$219K	Buy	+171	New	+$198K	0.06%	83

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

Mason & Associates (California)'s FCNCA Position: Q2 2026 in Review

Mason & Associates (California) held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 121 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #152.

Mason & Associates (California) first reported a position in FCNCA in Q2 2023 and has held it in 11 quarters since. The position peaked at $260K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Mason & Associates (California) held 121 shares of First Citizens BancShares worth $252K as of Q2 2026.
Mason & Associates (California) left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.04% of Mason & Associates (California)'s portfolio in Q2 2026, its #152 holding.
Mason & Associates (California) first reported a position in First Citizens BancShares in Q2 2023 and has held it in 11 quarters since.
Mason & Associates (California)'s First Citizens BancShares position peaked at $260K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Mason & Associates (California)'s 13F filing for Q2 2026, filed 23 Jul 2026.