Principal Financial Group
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Principal Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Principal Financial Group’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 		$3.08M Buy
1,481
+840
+131% +$1.68M ﹤0.01% 1777
2026
Q1 		$1.21M Sell
641
-4
-0.6% -$8.03K ﹤0.01% 1903
2025
Q4 		$1.38M Sell
645
-376
-37% -$709K ﹤0.01% 1903
2025
Q3 		$1.83M Sell
1,021
-69
-6% -$136K ﹤0.01% 1830
2025
Q2 		$2.13M Sell
1,090
-335
-24% -$608K ﹤0.01% 1796
2025
Q1 		$2.64M Sell
1,425
-49
-3% -$99.8K ﹤0.01% 1723
2024
Q4 		$3.11M Sell
1,474
-158
-10% -$331K ﹤0.01% 1715
2024
Q3 		$3M Sell
1,632
-119
-7% -$227K ﹤0.01% 1701
2024
Q2 		$2.95M Buy
1,751
+804
+85% +$1.34M ﹤0.01% 1695
2024
Q1 		$1.55M Buy
947
+211
+29% +$317K ﹤0.01% 1811
2023
Q4 		$1.04M Sell
736
-189
-20% -$265K ﹤0.01% 1836
2023
Q3 		$1.28M Buy
925
+64
+7% +$88K ﹤0.01% 1812
2023
Q2 		$1.11M Sell
861
-259
-23% -$300K ﹤0.01% 1832
2023
Q1 		$1.09M Sell
1,120
-28
-2% -$20.8K ﹤0.01% 1844
2022
Q4 		$871K Sell
1,148
-235
-17% -$189K ﹤0.01% 1878
2022
Q3 		$1.1M Sell
1,383
-268
-16% -$209K ﹤0.01% 1825
2022
Q2 		$1.08M Sell
1,651
-425
-20% -$277K ﹤0.01% 1903
2022
Q1 		$1.38M Buy
2,076
+916
+79% +$713K ﹤0.01% 1916
2021
Q4 		$963K Sell
1,160
-105
-8% -$87.5K ﹤0.01% 1991
2021
Q3 		$1.07M Buy
1,265
+775
+158% +$644K ﹤0.01% 1992
2021
Q2 		$408K Buy
490
+60
+14% +$51.2K ﹤0.01% 2269
2021
Q1 		$359K Buy
430
+57
+15% +$41.3K ﹤0.01% 2226
2020
Q4 		$214K Buy
+373
New +$188K ﹤0.01% 2304
2020
Q3 		– Sell
-547
Closed -$222K – 2330
2020
Q2 		$222K Sell
547
-242
-31% -$88.7K ﹤0.01% 2161
2020
Q1 		$263K Buy
789
+152
+24% +$70.4K ﹤0.01% 1995
2019
Q4 		$339K Sell
637
-56
-8% -$28.3K ﹤0.01% 2027
2019
Q3 		$327K Buy
693
+3
+0.4% +$1.36K ﹤0.01% 2036
2019
Q2 		$311K Sell
690
-100
-13% -$43.8K ﹤0.01% 2054
2019
Q1 		$322K Buy
790
+74
+10% +$30.7K ﹤0.01% 2025
2018
Q4 		$270K Sell
716
-171
-19% -$71.8K ﹤0.01% 2056
2018
Q3 		$401K Sell
887
-98
-10% -$43.2K ﹤0.01% 2009
2018
Q2 		$397K Sell
985
-142
-13% -$61.2K ﹤0.01% 2014
2018
Q1 		$466K Buy
1,127
+336
+42% +$145K ﹤0.01% 1950
2017
Q4 		$319K Sell
791
-380
-32% -$152K ﹤0.01% 2038
2017
Q3 		$438K Buy
1,171
+249
+27% +$89.1K ﹤0.01% 1945
2017
Q2 		$344K Buy
922
+1
+0.1% +$346 ﹤0.01% 2016
2017
Q1 		$309K Sell
921
-126
-12% -$44.7K ﹤0.01% 2004
2016
Q4 		$372K Sell
1,047
-448
-30% -$146K ﹤0.01% 1975
2016
Q3 		$439K Sell
1,495
-9
-0.6% -$2.45K ﹤0.01% 1882
2016
Q2 		$389K Buy
1,504
+408
+37% +$103K ﹤0.01% 1886
2016
Q1 		$275K Sell
1,096
-399
-27% -$95.8K ﹤0.01% 1935
2015
Q4 		$386K Buy
1,495
+458
+44% +$114K ﹤0.01% 1899
2015
Q3 		$234K Sell
1,037
-386
-27% -$94.6K ﹤0.01% 1995
2015
Q2 		$374K Sell
1,423
-141
-9% -$35.1K ﹤0.01% 1911
2015
Q1 		$406K Buy
1,564
+468
+43% +$116K ﹤0.01% 1864
2014
Q4 		$277K Sell
1,096
-553
-34% -$134K ﹤0.01% 1949
2014
Q3 		$357K Buy
1,649
+203
+14% +$45.8K ﹤0.01% 1882
2014
Q2 		$354K Sell
1,446
-614
-30% -$143K ﹤0.01% 1918
2014
Q1 		$496K Buy
2,060
+170
+9% +$38.2K ﹤0.01% 1866
2013
Q4 		$421K Sell
1,890
-63
-3% -$13.6K ﹤0.01% 1911
2013
Q3 		$402K Sell
1,953
-535
-22% -$110K ﹤0.01% 1888
2013
Q2 		$478K Buy
+2,488
New +$477K ﹤0.01% 1843

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

Principal Financial Group's FCNCA Position: Q2 2026 in Review

Principal Financial Group increased its First Citizens BancShares (FCNCA) stake by 131% in Q2 2026, buying an estimated $1.68M and bringing the position to 1,481 shares worth $3.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1777.

Principal Financial Group first reported a position in FCNCA in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.11M in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Principal Financial Group held 1,481 shares of First Citizens BancShares worth $3.08M as of Q2 2026.
  • Principal Financial Group bought 840 First Citizens BancShares shares in Q2 2026, an estimated $1.68M.
  • First Citizens BancShares made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1777 holding.
  • Principal Financial Group first reported a position in First Citizens BancShares in Q2 2013 and has held it in 52 quarters since.
  • Principal Financial Group's First Citizens BancShares position peaked at $3.11M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.