Petiole USA’s First Citizens BancShares FCNCA Stock Holding History

Petiole USA’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	$5.03M	Hold	2,415	–	–	3.61%	13
2026 Q1	$4.55M	Sell	2,415 -3,760	-61%	-$7.55M	3.18%	14
2025 Q4	$13.3M	Buy	6,175 +1,760	+40%	+$3.32M	8.59%	1
2025 Q3	$7.9M	Hold	4,415	–	–	5.46%	1
2025 Q2	$8.64M	Hold	4,415	–	–	6.11%	1
2025 Q1	$8.19M	Hold	4,415	–	–	5.78%	1
2024 Q4	$9.33M	Sell	4,415 -900	-17%	-$1.89M	5.87%	1
2024 Q3	$9.78M	Hold	5,315	–	–	6.4%	1
2024 Q2	$8.95M	Sell	5,315 -635	-11%	-$1.06M	7.51%	1
2024 Q1	$9.73M	Hold	5,950	–	–	7.61%	1
2023 Q4	$8.44M	Hold	5,950	–	–	6.24%	1
2023 Q3	$8.21M	Hold	5,950	–	–	7.52%	1
2023 Q2	$7.64M	Hold	5,950	–	–	7.48%	1
2023 Q1	$5.79M	Sell	5,950 -1,050	-15%	-$780K	4.85%	2
2022 Q4	$5.31M	Hold	7,000	–	–	3.89%	7
2022 Q3	$5.58M	Hold	7,000	–	–	4.15%	5
2022 Q2	$4.58M	Buy	7,000 +3,000	+75%	+$1.96M	4%	7
2022 Q1	$2.66M	Buy	+4,000	New	+$3.11M	2.06%	24

Other funds holding FCNCA

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

BlackRock New York $6.73T AUM 46.02% 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

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

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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Petiole USA's FCNCA Position: Q2 2026 in Review

Petiole USA held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 2,415 shares worth $5.03M. The position accounts for 3.61% of the portfolio, ranked #13.

Petiole USA first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $13.3M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Petiole USA held 2,415 shares of First Citizens BancShares worth $5.03M as of Q2 2026.
Petiole USA left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 3.61% of Petiole USA's portfolio in Q2 2026, its #13 holding.
Petiole USA first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
Petiole USA's First Citizens BancShares position peaked at $13.3M in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Petiole USA's 13F filing for Q2 2026, filed 13 Aug 2026.