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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mill Capital Management's FCNCA Position: Q1 2026 in Review

Mill Capital Management held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 525 shares worth $989K. The position accounts for 0.08% of the portfolio, ranked #78.

Mill Capital Management first reported a position in FCNCA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Mill Capital Management held 525 shares of First Citizens BancShares worth $989K as of Q1 2026.
Mill Capital Management left its First Citizens BancShares share count unchanged in Q1 2026.
First Citizens BancShares made up 0.08% of Mill Capital Management's portfolio in Q1 2026, its #78 holding.
Mill Capital Management first reported a position in First Citizens BancShares in Q4 2021 and has held it in 18 quarters since.
Mill Capital Management's First Citizens BancShares position peaked at $1.13M in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Mill Capital Management's 13F filing for Q1 2026, filed 4 May 2026.