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MassMutual Private Wealth & Trust’s First Citizens BancShares FCNCA Stock Holding History

MassMutual Private Wealth & Trust’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 		$33.3K Sell
16
-5
-24% -$10K ﹤0.01% 933
2026
Q1 		$39.6K Buy
21
+2
+11% +$4.01K ﹤0.01% 840
2025
Q4 		$40.8K Hold
19
– – ﹤0.01% 855
2025
Q3 		$34K Hold
19
– – ﹤0.01% 919
2025
Q2 		$37.2K Buy
19
+2
+12% +$3.63K ﹤0.01% 878
2025
Q1 		$31.5K Buy
17
+6
+55% +$12.2K ﹤0.01% 866
2024
Q4 		$23.2K Buy
11
+4
+57% +$8.38K ﹤0.01% 958
2024
Q3 		$12.9K Sell
7
-7
-50% -$13.4K ﹤0.01% 1052
2024
Q2 		$23.6K Buy
14
+11
+367% +$18.4K ﹤0.01% 823
2024
Q1 		$4.91K Buy
3
+2
+200% +$3.01K ﹤0.01% 1286
2023
Q4 		$1.42K Hold
1
– – ﹤0.01% 1607
2023
Q3 		$1.38K Hold
1
– – ﹤0.01% 1602
2023
Q2 		$1.28K Buy
+1
New +$1.16K ﹤0.01% 1595
2022
Q3 		– Sell
-1
Closed -$1K – 1675
2022
Q2 		$1K Buy
+1
New +$652 ﹤0.01% 1304

Other funds holding FCNCA

Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

MassMutual Private Wealth & Trust's FCNCA Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its First Citizens BancShares (FCNCA) stake by 24% in Q2 2026, selling an estimated $10K and leaving 16 shares worth $33.3K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

MassMutual Private Wealth & Trust first reported a position in FCNCA in Q2 2022 and has held it in 14 quarters since. The position peaked at $40.8K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • MassMutual Private Wealth & Trust held 16 shares of First Citizens BancShares worth $33.3K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 5 First Citizens BancShares shares in Q2 2026, an estimated $10K.
  • First Citizens BancShares made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #933 holding.
  • MassMutual Private Wealth & Trust first reported a position in First Citizens BancShares in Q2 2022 and has held it in 14 quarters since.
  • MassMutual Private Wealth & Trust's First Citizens BancShares position peaked at $40.8K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.