&Partners’s First Citizens BancShares FCNCA Stock Holding History

&Partners’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	$1.85M	Buy	982 +53	+6%	+$106K	0.01%	940
2025 Q4	$2M	Buy	929 +96	+12%	+$181K	0.01%	859
2025 Q3	$1.49M	Buy	833 +54	+7%	+$106K	0.01%	894
2025 Q2	$1.52M	Buy	779 +431	+124%	+$782K	0.01%	787
2025 Q1	$639K	Buy	348 +133	+62%	+$271K	0.01%	1022
2024 Q4	$463K	Buy	215 +57	+36%	+$119K	0.01%	1109
2024 Q3	$291K	Buy	+158	New	+$302K	0.01%	1115

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

&Partners's FCNCA Position: Q1 2026 in Review

&Partners increased its First Citizens BancShares (FCNCA) stake by 5.7% in Q1 2026, buying an estimated $106K and bringing the position to 982 shares worth $1.85M. The position accounts for 0.01% of the portfolio, ranked #940.

&Partners first reported a position in FCNCA in Q3 2024 and has held it in 7 quarters since. The position peaked at $2M in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

&Partners held 982 shares of First Citizens BancShares worth $1.85M as of Q1 2026.
&Partners bought 53 First Citizens BancShares shares in Q1 2026, an estimated $106K.
First Citizens BancShares made up 0.01% of &Partners's portfolio in Q1 2026, its #940 holding.
&Partners first reported a position in First Citizens BancShares in Q3 2024 and has held it in 7 quarters since.
&Partners's First Citizens BancShares position peaked at $2M in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.