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Oppenheimer Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Oppenheimer Asset 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 		$2.79M Sell
1,342
-108
-7% -$217K 0.03% 501
2026
Q1 		$2.73M Buy
1,450
+183
+14% +$367K 0.03% 478
2025
Q4 		$2.72M Sell
1,267
-306
-19% -$577K 0.03% 447
2025
Q3 		$2.81M Buy
1,573
+1,306
+489% +$2.57M 0.03% 474
2025
Q2 		$522K Buy
267
+26
+11% +$47.2K 0.01% 870
2025
Q1 		$447K Buy
241
+1
+0.4% +$2.04K 0.01% 872
2024
Q4 		$507K Sell
240
-38
-14% -$79.6K 0.01% 854
2024
Q3 		$512K Sell
278
-4
-1% -$7.63K 0.01% 876
2024
Q2 		$475K Buy
282
+90
+47% +$151K 0.01% 872
2024
Q1 		$314K Sell
192
-26
-12% -$39.1K ﹤0.01% 949
2023
Q4 		$309K Sell
218
-1
-0.5% -$1.4K ﹤0.01% 982
2023
Q3 		$302K Sell
219
-76
-26% -$104K ﹤0.01% 965
2023
Q2 		$379K Buy
295
+7
+2% +$8.1K 0.01% 924
2023
Q1 		$280K Sell
288
-17
-6% -$12.6K ﹤0.01% 974
2022
Q4 		$231K Sell
305
-46
-13% -$37.1K ﹤0.01% 1035
2022
Q3 		$280K Buy
351
+10
+3% +$7.81K ﹤0.01% 975
2022
Q2 		$223K Buy
341
+38
+13% +$24.8K ﹤0.01% 1044
2022
Q1 		$202K Buy
303
+11
+4% +$8.56K ﹤0.01% 1136
2021
Q4 		$242K Buy
292
+40
+16% +$33.4K ﹤0.01% 1131
2021
Q3 		$212K Sell
252
-6
-2% -$4.99K ﹤0.01% 1131
2021
Q2 		$215K Buy
+258
New +$220K ﹤0.01% 1136
2020
Q2 		– Sell
-27
Closed -$9K – 1185
2020
Q1 		$9K Buy
+27
New +$12.5K ﹤0.01% 1432

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

Oppenheimer Asset Management's FCNCA Position: Q2 2026 in Review

Oppenheimer Asset Management reduced its First Citizens BancShares (FCNCA) stake by 7.4% in Q2 2026, selling an estimated $217K and leaving 1,342 shares worth $2.79M. The position accounts for 0.03% of the portfolio, ranked #501.

Oppenheimer Asset Management first reported a position in FCNCA in Q1 2020 and has held it in 22 quarters since. The position peaked at $2.81M in Q3 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Oppenheimer Asset Management held 1,342 shares of First Citizens BancShares worth $2.79M as of Q2 2026.
  • Oppenheimer Asset Management sold 108 First Citizens BancShares shares in Q2 2026, an estimated $217K.
  • First Citizens BancShares made up 0.03% of Oppenheimer Asset Management's portfolio in Q2 2026, its #501 holding.
  • Oppenheimer Asset Management first reported a position in First Citizens BancShares in Q1 2020 and has held it in 22 quarters since.
  • Oppenheimer Asset Management's First Citizens BancShares position peaked at $2.81M in Q3 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.