Meitav Investment House
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Meitav Investment House’s First Citizens BancShares FCNCA Stock Holding History

Meitav Investment House’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 		$499K Buy
240
+15
+7% +$30.1K ﹤0.01% 266
2026
Q1 		$424K Sell
225
-55
-20% -$110K ﹤0.01% 202
2025
Q4 		$601K Sell
280
-378
-57% -$712K 0.01% 202
2025
Q3 		$1.18M Buy
658
+96
+17% +$189K 0.02% 159
2025
Q2 		$1.1M Buy
562
+120
+27% +$218K 0.01% 143
2025
Q1 		$820K Buy
442
+97
+28% +$198K 0.02% 147
2024
Q4 		$729K Buy
345
+167
+94% +$350K 0.01% 144
2024
Q3 		$355K Buy
178
+17
+11% +$32.4K 0.01% 193
2024
Q2 		$270K Sell
161
-27
-14% -$45.2K ﹤0.01% 204
2024
Q1 		$307K Sell
188
-1
-0.5% -$1.5K 0.01% 202
2023
Q4 		$272K Buy
+189
New +$265K ﹤0.01% 301

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 $3.38T AUM 44.17% 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

Meitav Investment House's FCNCA Position: Q2 2026 in Review

Meitav Investment House increased its First Citizens BancShares (FCNCA) stake by 6.7% in Q2 2026, buying an estimated $30.1K and bringing the position to 240 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Meitav Investment House first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2025. 627 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Meitav Investment House held 240 shares of First Citizens BancShares worth $499K as of Q2 2026.
  • Meitav Investment House bought 15 First Citizens BancShares shares in Q2 2026, an estimated $30.1K.
  • First Citizens BancShares made up ﹤0.01% of Meitav Investment House's portfolio in Q2 2026, its #266 holding.
  • Meitav Investment House first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
  • Meitav Investment House's First Citizens BancShares position peaked at $1.18M in Q3 2025.
  • 627 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Meitav Investment House's 13F filing for Q2 2026, filed 20 Jul 2026.