Optima Capital’s First Citizens BancShares FCNCA Stock Holding History

Optima Capital’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 Q1	–	Sell	-1	Closed	-$2.15K	–	542
2025 Q4	$2.15K	Buy	+1	New	+$1.89K	﹤0.01%	758

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Optima Capital's FCNCA Position: Q1 2026 in Review

Optima Capital sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 1 share — an estimated $2.15K sold.

Optima Capital first reported a position in FCNCA in Q4 2025 and held it in 1 quarter. The position peaked at $2.15K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Optima Capital reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 1 First Citizens BancShares share in Q1 2026, an estimated $2.15K.
Optima Capital first reported a position in First Citizens BancShares in Q4 2025 and held it in 1 quarter.
Optima Capital's First Citizens BancShares position peaked at $2.15K in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.