Ray Dalio
FCNCA icon

Ray Dalio’s First Citizens BancShares FCNCA Stock Holding History

Ray Dalio’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 		$13M Sell
6,236
-3,078
-33% -$6.17M 0.05% 280
2026
Q1 		$17.6M Sell
9,314
-11,226
-55% -$22.5M 0.08% 180
2025
Q4 		$44.1M Buy
20,540
+5,407
+36% +$10.2M 0.16% 99
2025
Q3 		$27.1M Buy
+15,133
New +$29.8M 0.11% 158
2025
Q2 		– Sell
-1,401
Closed -$2.6M – 633
2025
Q1 		$2.6M Buy
+1,401
New +$2.85M 0.01% 429
2024
Q4 		– Sell
-1,268
Closed -$2.33M – 737
2024
Q3 		$2.33M Sell
1,268
-1,293
-50% -$2.47M 0.01% 485
2024
Q2 		$4.31M Buy
+2,561
New +$4.28M 0.02% 383

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

Ray Dalio's FCNCA Position: Q2 2026 in Review

Ray Dalio reduced its First Citizens BancShares (FCNCA) stake by 33% in Q2 2026, selling an estimated $6.17M and leaving 6,236 shares worth $13M. The position accounts for 0.05% of the portfolio, ranked #280.

Ray Dalio first reported a position in FCNCA in Q2 2024 and has held it in 7 quarters since. The position peaked at $44.1M in Q4 2025. 627 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Ray Dalio held 6,236 shares of First Citizens BancShares worth $13M as of Q2 2026.
  • Ray Dalio sold 3,078 First Citizens BancShares shares in Q2 2026, an estimated $6.17M.
  • First Citizens BancShares made up 0.05% of Ray Dalio's portfolio in Q2 2026, its #280 holding.
  • Ray Dalio first reported a position in First Citizens BancShares in Q2 2024 and has held it in 7 quarters since.
  • Ray Dalio's First Citizens BancShares position peaked at $44.1M in Q4 2025.
  • 627 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.