McCollum Christoferson Group’s First Citizens BancShares FCNCA Stock Holding History

McCollum Christoferson 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	$780K	Hold	375	–	–	0.23%	51
2026 Q1	$707K	Hold	375	–	–	0.21%	50
2025 Q4	$805K	Hold	375	–	–	0.23%	44
2025 Q3	$671K	Buy	375 +250	+200%	+$493K	0.19%	44
2025 Q2	$245K	Hold	125	–	–	0.07%	64
2025 Q1	$232K	Hold	125	–	–	0.07%	65
2024 Q4	$264K	Hold	125	–	–	0.08%	63
2024 Q3	$230K	Hold	125	–	–	0.07%	65
2024 Q2	$210K	Hold	125	–	–	0.06%	66
2024 Q1	$204K	Buy	+125	New	+$188K	0.06%	61

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

McCollum Christoferson Group's FCNCA Position: Q2 2026 in Review

McCollum Christoferson Group held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 375 shares worth $780K. The position accounts for 0.23% of the portfolio, ranked #51.

McCollum Christoferson Group first reported a position in FCNCA in Q1 2024 and has held it in 10 quarters since. The position peaked at $805K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

McCollum Christoferson Group held 375 shares of First Citizens BancShares worth $780K as of Q2 2026.
McCollum Christoferson Group left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.23% of McCollum Christoferson Group's portfolio in Q2 2026, its #51 holding.
McCollum Christoferson Group first reported a position in First Citizens BancShares in Q1 2024 and has held it in 10 quarters since.
McCollum Christoferson Group's First Citizens BancShares position peaked at $805K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on McCollum Christoferson Group's 13F filing for Q2 2026, filed 13 Jul 2026.