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Principal Securities’s First Citizens BancShares FCNCA Stock Holding History

Principal Securities’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 		$439K Sell
211
-33
-14% -$66.2K 0.01% 1140
2026
Q1 		$460K Sell
244
-7
-3% -$14K 0.01% 1010
2025
Q4 		$539K Buy
251
+7
+3% +$13.2K 0.01% 911
2025
Q3 		$437K Buy
244
+32
+15% +$63.1K 0.01% 956
2025
Q2 		$415K Buy
212
+46
+28% +$83.5K 0.01% 927
2025
Q1 		$351K Hold
166
– – 0.01% 907
2024
Q4 		$351K Buy
166
+43
+35% +$90.1K 0.01% 902
2024
Q3 		$226K Buy
123
+15
+14% +$28.6K 0.01% 1053
2024
Q2 		$182K Sell
108
-49
-31% -$82K 0.01% 1071
2024
Q1 		$257K Buy
157
+127
+423% +$191K 0.01% 913
2023
Q4 		$42.6K Buy
+30
New +$42.1K ﹤0.01% 1559

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 $3.37T AUM 44.26% 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 Securities's FCNCA Position: Q2 2026 in Review

Principal Securities reduced its First Citizens BancShares (FCNCA) stake by 14% in Q2 2026, selling an estimated $66.2K and leaving 211 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #1140.

Principal Securities first reported a position in FCNCA in Q4 2023 and has held it in 11 quarters since. The position peaked at $539K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Principal Securities held 211 shares of First Citizens BancShares worth $439K as of Q2 2026.
  • Principal Securities sold 33 First Citizens BancShares shares in Q2 2026, an estimated $66.2K.
  • First Citizens BancShares made up 0.01% of Principal Securities's portfolio in Q2 2026, its #1140 holding.
  • Principal Securities first reported a position in First Citizens BancShares in Q4 2023 and has held it in 11 quarters since.
  • Principal Securities's First Citizens BancShares position peaked at $539K in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

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