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Old Peak Finance’s First Citizens BancShares FCNCA Stock Holding History

Old Peak Finance’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 		$1.51M Buy
726
+5
+0.7% +$10K 0.73% 16
2026
Q1 		$1.36M Hold
721
– – 0.79% 15
2025
Q4 		$1.55M Buy
+721
New +$1.36M 0.96% 14

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

Old Peak Finance's FCNCA Position: Q2 2026 in Review

Old Peak Finance increased its First Citizens BancShares (FCNCA) stake by 0.69% in Q2 2026, buying an estimated $10K and bringing the position to 726 shares worth $1.51M. The position accounts for 0.73% of the portfolio, ranked #16.

Old Peak Finance first reported a position in FCNCA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.55M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Old Peak Finance held 726 shares of First Citizens BancShares worth $1.51M as of Q2 2026.
  • Old Peak Finance bought 5 First Citizens BancShares shares in Q2 2026, an estimated $10K.
  • First Citizens BancShares made up 0.73% of Old Peak Finance's portfolio in Q2 2026, its #16 holding.
  • Old Peak Finance first reported a position in First Citizens BancShares in Q4 2025 and has held it in 3 quarters since.
  • Old Peak Finance's First Citizens BancShares position peaked at $1.55M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Old Peak Finance's 13F filing for Q2 2026, filed 3 Aug 2026.