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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ray Dalio's FCNCA Position: Q1 2026 in Review

Ray Dalio reduced its First Citizens BancShares (FCNCA) stake by 55% in Q1 2026, selling an estimated $22.5M and leaving 9,314 shares worth $17.6M. The position accounts for 0.08% of the portfolio, ranked #180.

Ray Dalio first reported a position in FCNCA in Q2 2024 and has held it in 6 quarters since. The position peaked at $44.1M in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Ray Dalio held 9,314 shares of First Citizens BancShares worth $17.6M as of Q1 2026.
Ray Dalio sold 11,226 First Citizens BancShares shares in Q1 2026, an estimated $22.5M.
First Citizens BancShares made up 0.08% of Ray Dalio's portfolio in Q1 2026, its #180 holding.
Ray Dalio first reported a position in First Citizens BancShares in Q2 2024 and has held it in 6 quarters since.
Ray Dalio's First Citizens BancShares position peaked at $44.1M in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.