Physicians Financial Services’s First Citizens BancShares FCNCA Stock Holding History

Physicians Financial Services’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	$1.06M	Hold	510	–	–	0.26%	62
2026 Q1	$961K	Hold	510	–	–	0.26%	61
2025 Q4	$1.09M	Sell	510 -40	-7%	-$75.4K	0.29%	57
2025 Q3	$984K	Hold	550	–	–	0.27%	58
2025 Q2	$1.08M	Hold	550	–	–	0.32%	57
2025 Q1	$1.02M	Hold	550	–	–	0.32%	54
2024 Q4	$1.16M	Hold	550	–	–	0.35%	54
2024 Q3	$1.01M	Hold	550	–	–	0.32%	57
2024 Q2	$926K	Hold	550	–	–	0.3%	61
2024 Q1	$899K	Hold	550	–	–	0.32%	61
2023 Q4	$780K	Hold	550	–	–	0.3%	63
2023 Q3	$759K	Hold	550	–	–	0.31%	65
2023 Q2	$706K	Hold	550	–	–	0.28%	68
2023 Q1	$535K	Buy	550 +30	+6%	+$22.3K	0.23%	75
2022 Q4	$394K	Hold	520	–	–	0.18%	84
2022 Q3	$415K	Hold	520	–	–	0.2%	82
2022 Q2	$340K	Hold	520	–	–	0.15%	89
2022 Q1	$346K	Hold	520	–	–	0.13%	97
2021 Q4	$432K	Buy	520 +120	+30%	+$100K	0.16%	89
2021 Q3	$337K	Hold	400	–	–	0.14%	98
2021 Q2	$333K	Hold	400	–	–	0.14%	97
2021 Q1	$334K	Buy	+400	New	+$290K	0.14%	93
2020 Q1	–	Sell	-400	Closed	-$213K	–	108
2019 Q4	$213K	Buy	+400	New	+$202K	0.12%	118
2017 Q1	–	Sell	-400	Closed	-$105K	–	163
2016 Q4	$105K	Hold	400	–	–	0.09%	136
2016 Q3	$117K	Hold	400	–	–	0.1%	128
2016 Q2	$104K	Hold	400	–	–	0.09%	131
2016 Q1	$100K	Hold	400	–	–	0.09%	132
2015 Q4	$103K	Buy	+400	New	+$99.5K	0.1%	138

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

Physicians Financial Services's FCNCA Position: Q2 2026 in Review

Physicians Financial Services held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 510 shares worth $1.06M. The position accounts for 0.26% of the portfolio, ranked #62.

Physicians Financial Services first reported a position in FCNCA in Q4 2015 and has held it in 28 quarters since. The position peaked at $1.16M in Q4 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Physicians Financial Services held 510 shares of First Citizens BancShares worth $1.06M as of Q2 2026.
Physicians Financial Services left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.26% of Physicians Financial Services's portfolio in Q2 2026, its #62 holding.
Physicians Financial Services first reported a position in First Citizens BancShares in Q4 2015 and has held it in 28 quarters since.
Physicians Financial Services's First Citizens BancShares position peaked at $1.16M in Q4 2024.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Physicians Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.