Simplex Trading’s First Citizens BancShares FCNCA Stock Holding History

Simplex Trading’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
2025 Q3	–	Sell	-500	Closed	-$978K	–	9335
2025 Q2	$978K	Sell	500 -500	-50%	-$907K	﹤0.01%	2804
2025 Q1	$1.85M	Sell	1,000 -5,800	-85%	-$11.8M	﹤0.01%	2098
2024 Q4	$14.4M	Sell	6,800 -800	-11%	-$1.68M	0.01%	815
2024 Q3	$14M	Sell	7,600 -900	-11%	-$1.72M	0.01%	826
2024 Q2	$14.3M	Buy	8,500 +2,200	+35%	+$3.68M	0.01%	791
2024 Q1	$10.3M	Buy	6,300 +2,900	+85%	+$4.36M	0.01%	1104
2023 Q4	$4.82M	Sell	3,400 -800	-19%	-$1.12M	﹤0.01%	1590
2023 Q3	$5.8M	Sell	4,200 -300	-7%	-$412K	﹤0.01%	1240
2023 Q2	$5.78M	Sell	4,500 -9,600	-68%	-$11.1M	﹤0.01%	1219
2023 Q1	$13.7M	Buy	14,100 +7,400	+110%	+$5.5M	0.01%	757
2022 Q4	$5.08M	Sell	6,700 -2,400	-26%	-$1.93M	0.01%	1210
2022 Q3	$7.26M	Buy	9,100 +8,700	+2,175%	+$6.8M	0.01%	956
2022 Q2	$261K	Sell	400 -1,300	-76%	-$848K	﹤0.01%	4280
2022 Q1	$1.13M	Buy	+1,700	New	+$1.32M	﹤0.01%	2764

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Simplex Trading's FCNCA Position: Q1 2026 in Review

Simplex Trading opened a new position in First Citizens BancShares (FCNCA) in Q1 2026: 29 shares worth $54.7K. The stake represents ﹤0.01% of the portfolio and ranks #5784 among its holdings. This is a return to the name: Simplex Trading previously reported a position in FCNCA as recently as Q3 2025.

Simplex Trading first reported a position in FCNCA in Q4 2022 and has held it in 7 quarters since. The position peaked at $7.74M in Q3 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Simplex Trading held 29 shares of First Citizens BancShares worth $54.7K as of Q1 2026.
First Citizens BancShares was a new Simplex Trading position in Q1 2026.
First Citizens BancShares made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #5784 holding.
Simplex Trading first reported a position in First Citizens BancShares in Q4 2022 and has held it in 7 quarters since.
Simplex Trading's First Citizens BancShares position peaked at $7.74M in Q3 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.