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Oak Thistle LLC’s First Citizens BancShares FCNCA Stock Holding History

Oak Thistle LLC’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 		$1.13M Buy
+543
New +$1.09M 0.11% 313
2025
Q4 		– Sell
-950
Closed -$1.7M – 552
2025
Q3 		$1.7M Buy
+950
New +$1.87M 0.26% 144
2024
Q4 		– Sell
-359
Closed -$661K – 451
2024
Q3 		$661K Sell
359
-12
-3% -$22.9K 0.21% 192
2024
Q2 		$625K Buy
+371
New +$621K 0.46% 64
2024
Q1 		– Sell
-160
Closed -$227K – 378
2023
Q4 		$227K Buy
+160
New +$225K 0.07% 375

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

Oak Thistle LLC's FCNCA Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in First Citizens BancShares (FCNCA) in Q2 2026: 543 shares worth $1.13M. The stake represents 0.11% of the portfolio and ranks #313 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in FCNCA as recently as Q3 2025.

Oak Thistle LLC first reported a position in FCNCA in Q4 2023 and has held it in 5 quarters since. The position peaked at $1.7M in Q3 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Oak Thistle LLC held 543 shares of First Citizens BancShares worth $1.13M as of Q2 2026.
  • First Citizens BancShares was a new Oak Thistle LLC position in Q2 2026.
  • First Citizens BancShares made up 0.11% of Oak Thistle LLC's portfolio in Q2 2026, its #313 holding.
  • Oak Thistle LLC first reported a position in First Citizens BancShares in Q4 2023 and has held it in 5 quarters since.
  • Oak Thistle LLC's First Citizens BancShares position peaked at $1.7M in Q3 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Oak Thistle LLC's 13F filing for Q2 2026, filed 21 Jul 2026.