Pekin Hardy Strauss’s First Citizens BancShares FCNCA Stock Holding History

Pekin Hardy Strauss’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	-125	Closed	-$268K	–	491
2025 Q4	$268K	Sell	125 -48	-28%	-$90.5K	0.02%	375
2025 Q3	$310K	Buy	173 +68	+65%	+$134K	0.03%	328
2025 Q2	$205K	Sell	105 -274	-72%	-$497K	0.02%	341
2025 Q1	$703K	Sell	379 -45	-11%	-$91.7K	0.09%	201
2024 Q4	$896K	Buy	+424	New	+$888K	0.11%	173

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

Pekin Hardy Strauss's FCNCA Position: Q1 2026 in Review

Pekin Hardy Strauss sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 125 shares — an estimated $268K sold.

Pekin Hardy Strauss first reported a position in FCNCA in Q4 2024 and held it in 5 quarters. The position peaked at $896K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Pekin Hardy Strauss reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Pekin Hardy Strauss sold 125 First Citizens BancShares shares in Q1 2026, an estimated $268K.
Pekin Hardy Strauss first reported a position in First Citizens BancShares in Q4 2024 and held it in 5 quarters.
Pekin Hardy Strauss's First Citizens BancShares position peaked at $896K in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Pekin Hardy Strauss's 13F filing for Q1 2026, filed 7 May 2026.