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PFG Investments’s First Citizens BancShares FCNCA Stock Holding History

PFG Investments’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 		$252K Buy
121
+9
+8% +$18K 0.01% 1054
2026
Q1 		$211K Buy
+112
New +$225K 0.01% 1044

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

PFG Investments's FCNCA Position: Q2 2026 in Review

PFG Investments increased its First Citizens BancShares (FCNCA) stake by 8% in Q2 2026, buying an estimated $18K and bringing the position to 121 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1054.

PFG Investments first reported a position in FCNCA in Q1 2026 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • PFG Investments held 121 shares of First Citizens BancShares worth $252K as of Q2 2026.
  • PFG Investments bought 9 First Citizens BancShares shares in Q2 2026, an estimated $18K.
  • First Citizens BancShares made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1054 holding.
  • PFG Investments first reported a position in First Citizens BancShares in Q1 2026 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.