Midwest Professional Planners Ltd (MPPL)’s First Citizens BancShares FCNCA Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$2.38M	Buy	1,146 +135	+13%	+$271K	0.47%	71
2026 Q1	$1.91M	Buy	1,011 +42	+4%	+$84.3K	0.45%	73
2025 Q4	$2.08M	Buy	969 +76	+9%	+$143K	0.49%	65
2025 Q3	$1.6M	Sell	893 -7	-0.8%	-$13.8K	0.39%	77
2025 Q2	$1.76M	Buy	900 +56	+7%	+$102K	0.46%	67
2025 Q1	$1.56M	Buy	844 +10	+1%	+$20.4K	0.49%	66
2024 Q4	$1.76M	Buy	834 +128	+18%	+$268K	0.53%	64
2024 Q3	$1.3M	Buy	706 +119	+20%	+$227K	0.4%	74
2024 Q2	$988K	Buy	587 +213	+57%	+$356K	0.33%	81
2024 Q1	$611K	Buy	+374	New	+$562K	0.21%	97

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

Midwest Professional Planners Ltd (MPPL)'s FCNCA Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) increased its First Citizens BancShares (FCNCA) stake by 13% in Q2 2026, buying an estimated $271K and bringing the position to 1,146 shares worth $2.38M. The position accounts for 0.47% of the portfolio, ranked #71.

Midwest Professional Planners Ltd (MPPL) first reported a position in FCNCA in Q1 2024 and has held it in 10 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 1,146 shares of First Citizens BancShares worth $2.38M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) bought 135 First Citizens BancShares shares in Q2 2026, an estimated $271K.
First Citizens BancShares made up 0.47% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #71 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in First Citizens BancShares in Q1 2024 and has held it in 10 quarters since.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.