SJS Investment Consulting’s First Citizens BancShares FCNCA Stock Holding History

SJS Investment Consulting’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	$12.5K	Buy	6 +3	+100%	+$6.02K	﹤0.01%	991
2026 Q1	$5.65K	Buy	3 +1	+50%	+$2.01K	﹤0.01%	1006
2025 Q4	$4.29K	Buy	2 +1	+100%	+$1.89K	﹤0.01%	981
2025 Q3	$1.79K	Hold	1	–	–	﹤0.01%	853
2025 Q2	$1.96K	Sell	1 -1	-50%	-$1.81K	﹤0.01%	578
2025 Q1	$3.71K	Hold	2	–	–	﹤0.01%	537
2024 Q4	$4.23K	Sell	2 -1	-33%	-$2.1K	﹤0.01%	466
2024 Q3	$5.52K	Sell	3 -1	-25%	-$1.91K	﹤0.01%	468
2024 Q2	$6.74K	Hold	4	–	–	﹤0.01%	390
2024 Q1	$6.54K	Buy	4 +1	+33%	+$1.5K	﹤0.01%	418
2023 Q4	$4.26K	Hold	3	–	–	﹤0.01%	425
2023 Q3	$4.14K	Hold	3	–	–	﹤0.01%	412
2023 Q2	$3.85K	Buy	3 +1	+50%	+$1.16K	﹤0.01%	404
2023 Q1	$1.95K	Sell	2 -1	-33%	-$743	﹤0.01%	614
2022 Q4	$2.27K	Buy	3 +2	+200%	+$1.61K	﹤0.01%	581
2022 Q3	$1K	Buy	+1	New	+$781	﹤0.01%	713
2022 Q1	$1K	Buy	+1	New	+$779	﹤0.01%	571

Other funds holding FCNCA

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

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

CCM

Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SJS Investment Consulting's FCNCA Position: Q2 2026 in Review

SJS Investment Consulting increased its First Citizens BancShares (FCNCA) stake by 100% in Q2 2026, buying an estimated $6.02K and bringing the position to 6 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

SJS Investment Consulting first reported a position in FCNCA in Q1 2022 and has held it in 17 quarters since. 321 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

SJS Investment Consulting held 6 shares of First Citizens BancShares worth $12.5K as of Q2 2026.
SJS Investment Consulting bought 3 First Citizens BancShares shares in Q2 2026, an estimated $6.02K.
First Citizens BancShares made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #991 holding.
SJS Investment Consulting first reported a position in First Citizens BancShares in Q1 2022 and has held it in 17 quarters since.
321 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.