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Rothschild Investment LLC’s First Citizens BancShares FCNCA Stock Holding History

Rothschild Investment LLC’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 		$22.9K Buy
11
+3
+38% +$6.02K ﹤0.01% 1507
2026
Q1 		$15.1K Hold
8
– – ﹤0.01% 1527
2025
Q4 		$17.2K Buy
8
+1
+14% +$1.89K ﹤0.01% 1371
2025
Q3 		$12.5K Buy
7
+5
+250% +$9.86K ﹤0.01% 1363
2025
Q2 		$3.91K Hold
2
– – ﹤0.01% 1628
2025
Q1 		$3.71K Hold
2
– – ﹤0.01% 1578
2024
Q4 		$4.23K Hold
2
– – ﹤0.01% 1413
2024
Q3 		$3.68K Hold
2
– – ﹤0.01% 1408
2024
Q2 		$3.37K Buy
+2
New +$3.35K ﹤0.01% 1266

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

Rothschild Investment LLC's FCNCA Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Citizens BancShares (FCNCA) stake by 38% in Q2 2026, buying an estimated $6.02K and bringing the position to 11 shares worth $22.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1507.

Rothschild Investment LLC first reported a position in FCNCA in Q2 2024 and has held it in 9 quarters since. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Rothschild Investment LLC held 11 shares of First Citizens BancShares worth $22.9K as of Q2 2026.
  • Rothschild Investment LLC bought 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
  • First Citizens BancShares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1507 holding.
  • Rothschild Investment LLC first reported a position in First Citizens BancShares in Q2 2024 and has held it in 9 quarters since.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.