Mather Group’s First Citizens BancShares FCNCA Stock Holding History

Mather 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 Q2	$27.1K	Hold	13	–	–	﹤0.01%	1265
2026 Q1	$24.5K	Buy	+13	New	+$26.1K	﹤0.01%	1237
2025 Q4	–	Sell	-13	Closed	-$23.3K	–	977
2025 Q3	$23.3K	Buy	+13	New	+$25.6K	﹤0.01%	1083
2025 Q2	–	Sell	-17	Closed	-$31.5K	–	977
2025 Q1	$31.5K	Sell	17 -1	-6%	-$2.04K	﹤0.01%	983
2024 Q4	$38K	Buy	18 +5	+38%	+$10.5K	﹤0.01%	924
2024 Q3	$23.9K	Sell	13 -3	-19%	-$5.72K	﹤0.01%	1029
2024 Q2	$26.2K	Sell	16 -3	-16%	-$5.02K	﹤0.01%	1201
2024 Q1	$27K	Buy	+19	New	+$28.6K	﹤0.01%	996

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

Mather Group's FCNCA Position: Q2 2026 in Review

Mather Group held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 13 shares worth $27.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Mather Group first reported a position in FCNCA in Q1 2024 and has held it in 8 quarters since. The position peaked at $38K in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Mather Group held 13 shares of First Citizens BancShares worth $27.1K as of Q2 2026.
Mather Group left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1265 holding.
Mather Group first reported a position in First Citizens BancShares in Q1 2024 and has held it in 8 quarters since.
Mather Group's First Citizens BancShares position peaked at $38K in Q4 2024.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.