Mill Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Mill Capital Management’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 Q3	$1.08M	Hold	525	–	–	0.07%	73
2026 Q2	$1.09M	Hold	525	–	–	0.07%	76
2026 Q1	$989K	Hold	525	–	–	0.08%	78
2025 Q4	$1.13M	Hold	525	–	–	0.08%	76
2025 Q3	$939K	Hold	525	–	–	0.07%	79
2025 Q2	$1.03M	Hold	525	–	–	0.08%	74
2025 Q1	$973K	Hold	525	–	–	0.08%	78
2024 Q4	$1.11M	Hold	525	–	–	0.09%	73
2024 Q3	$966K	Hold	525	–	–	0.08%	78
2024 Q2	$884K	Hold	525	–	–	0.07%	78
2024 Q1	$858K	Hold	525	–	–	0.07%	83
2023 Q4	$745K	Hold	525	–	–	0.07%	86
2023 Q3	$725K	Hold	525	–	–	0.07%	86
2023 Q2	$674K	Hold	525	–	–	0.06%	87
2023 Q1	$511K	Hold	525	–	–	0.05%	96
2022 Q4	$398K	Hold	525	–	–	0.04%	99
2022 Q3	$419K	Hold	525	–	–	0.05%	96
2022 Q2	$343K	Hold	525	–	–	0.04%	104
2022 Q1	$349K	Hold	525	–	–	0.03%	108
2021 Q4	$436K	Buy	+525	New	+$438K	0.04%	88

Other funds holding FCNCA

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Cortland Associates St Louis, Missouri $690M AUM 0.37% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $3.02B AUM 43.19% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Sendero Wealth Management San Antonio, Texas $1B AUM 21.35% 1-Year Est. Return

Mill Capital Management's FCNCA Position: Q3 2026 in Review

Mill Capital Management held its First Citizens BancShares (FCNCA) position steady in Q3 2026 at 525 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #73.

Mill Capital Management first reported a position in FCNCA in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q4 2025. 218 funds tracked by Wall St. Rank hold FCNCA as of Q3 2026.

Mill Capital Management held 525 shares of First Citizens BancShares worth $1.08M as of Q3 2026.
Mill Capital Management left its First Citizens BancShares share count unchanged in Q3 2026.
First Citizens BancShares made up 0.07% of Mill Capital Management's portfolio in Q3 2026, its #73 holding.
Mill Capital Management first reported a position in First Citizens BancShares in Q4 2021 and has held it in 20 quarters since.
Mill Capital Management's First Citizens BancShares position peaked at $1.13M in Q4 2025.
218 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2026.

Based on Mill Capital Management's 13F filing for Q3 2026, filed 26 Oct 2026.