Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Northwestern Mutual Wealth 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
Q2 		$227K Sell
109
-89
-45% -$178K ﹤0.01% 1949
2026
Q1 		$373K Buy
198
+19
+11% +$38.1K ﹤0.01% 1671
2025
Q4 		$384K Buy
179
+4
+2% +$7.54K ﹤0.01% 1633
2025
Q3 		$313K Buy
175
+25
+17% +$49.3K ﹤0.01% 1620
2025
Q2 		$293K Buy
150
+18
+14% +$32.7K ﹤0.01% 1593
2025
Q1 		$245K Buy
132
+1
+0.8% +$2.04K ﹤0.01% 1581
2024
Q4 		$277K Sell
131
-6
-4% -$12.6K ﹤0.01% 1522
2024
Q3 		$252K Buy
137
+61
+80% +$116K ﹤0.01% 1549
2024
Q2 		$128K Sell
76
-10
-12% -$16.7K ﹤0.01% 1736
2024
Q1 		$141K Sell
86
-12
-12% -$18K ﹤0.01% 1680
2023
Q4 		$139K Sell
98
-2
-2% -$2.81K ﹤0.01% 1649
2023
Q3 		$138K Buy
100
+95
+1,900% +$131K ﹤0.01% 1585
2023
Q2 		$6.42K Buy
+5
New +$5.78K ﹤0.01% 2707
2022
Q3 		– Sell
-2
Closed -$1K – 3196
2022
Q2 		$1K Sell
2
-5
-71% -$3.26K ﹤0.01% 3018
2022
Q1 		$5K Buy
+7
New +$5.45K ﹤0.01% 2734
2021
Q4 		– Sell
-121
Closed -$102K – 3201
2021
Q3 		$102K Buy
+121
New +$101K ﹤0.01% 1617
2020
Q2 		– Sell
-1
Closed – – 2481
2020
Q1 		$0 Buy
+1
New +$463 ﹤0.01% 2616
2019
Q1 		– Sell
-45
Closed -$17K – 2583
2018
Q4 		$17K Buy
+45
New +$18.9K ﹤0.01% 1652
2017
Q1 		– Sell
-28
Closed -$10K – 2125
2016
Q4 		$10K Hold
28
– – ﹤0.01% 1605
2016
Q3 		$8K Buy
28
+11
+65% +$3K ﹤0.01% 1562
2016
Q2 		$4K Buy
17
+11
+183% +$2.77K ﹤0.01% 1651
2016
Q1 		$2K Buy
+6
New +$1.44K ﹤0.01% 1881
2015
Q1 		– Sell
-57
Closed -$14K – 1624
2014
Q4 		$14K Buy
+57
New +$13.8K ﹤0.01% 978

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

Northwestern Mutual Wealth Management's FCNCA Position: Q2 2026 in Review

Northwestern Mutual Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 45% in Q2 2026, selling an estimated $178K and leaving 109 shares worth $227K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Northwestern Mutual Wealth Management first reported a position in FCNCA in Q4 2014 and has held it in 23 quarters since. The position peaked at $384K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Northwestern Mutual Wealth Management held 109 shares of First Citizens BancShares worth $227K as of Q2 2026.
  • Northwestern Mutual Wealth Management sold 89 First Citizens BancShares shares in Q2 2026, an estimated $178K.
  • First Citizens BancShares made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q2 2026, its #1949 holding.
  • Northwestern Mutual Wealth Management first reported a position in First Citizens BancShares in Q4 2014 and has held it in 23 quarters since.
  • Northwestern Mutual Wealth Management's First Citizens BancShares position peaked at $384K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.