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Newbridge Financial Services Group’s First Citizens BancShares FCNCA Stock Holding History

Newbridge Financial Services 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 		$74.9K Buy
36
+2
+6% +$4.01K 0.01% 391
2026
Q1 		$64.1K Hold
34
– – 0.01% 377
2025
Q4 		$73K Hold
34
– – 0.01% 364
2025
Q3 		$60.8K Sell
34
-5
-13% -$9.86K 0.01% 475
2025
Q2 		$76.3K Hold
39
– – 0.01% 427
2025
Q1 		$72.3K Hold
39
– – 0.02% 308
2024
Q4 		$82.4K Hold
39
– – 0.02% 302
2024
Q3 		$71.8K Hold
39
– – 0.03% 225
2024
Q2 		$65.7K Sell
39
-20
-34% -$33.5K 0.02% 328
2024
Q1 		$96.5K Buy
59
+30
+103% +$45.1K 0.04% 295
2023
Q4 		$41.1K Buy
+29
New +$40.7K 0.02% 437

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 $3.37T AUM 44.26% 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

Newbridge Financial Services Group's FCNCA Position: Q2 2026 in Review

Newbridge Financial Services Group increased its First Citizens BancShares (FCNCA) stake by 5.9% in Q2 2026, buying an estimated $4.01K and bringing the position to 36 shares worth $74.9K. The position accounts for 0.01% of the portfolio, ranked #391.

Newbridge Financial Services Group first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $96.5K in Q1 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Newbridge Financial Services Group held 36 shares of First Citizens BancShares worth $74.9K as of Q2 2026.
  • Newbridge Financial Services Group bought 2 First Citizens BancShares shares in Q2 2026, an estimated $4.01K.
  • First Citizens BancShares made up 0.01% of Newbridge Financial Services Group's portfolio in Q2 2026, its #391 holding.
  • Newbridge Financial Services Group first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
  • Newbridge Financial Services Group's First Citizens BancShares position peaked at $96.5K in Q1 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.