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Stephens Inc’s First Citizens BancShares FCNCA Stock Holding History

Stephens Inc’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 		$6.04M Sell
2,901
-249
-8% -$499K 0.07% 267
2026
Q1 		$5.94M Sell
3,150
-36
-1% -$72.2K 0.07% 259
2025
Q4 		$6.84M Hold
3,186
– – 0.09% 234
2025
Q3 		$5.7M Hold
3,186
– – 0.07% 262
2025
Q2 		$6.23M Sell
3,186
-101
-3% -$183K 0.09% 238
2025
Q1 		$6.09M Sell
3,287
-33
-1% -$67.2K 0.09% 233
2024
Q4 		$7.02M Buy
3,320
+5
+0.2% +$10.5K 0.1% 209
2024
Q3 		$6.1M Buy
3,315
+3
+0.1% +$5.72K 0.09% 236
2024
Q2 		$5.58M Hold
3,312
– – 0.09% 239
2024
Q1 		$5.42M Hold
3,312
– – 0.08% 249
2023
Q4 		$4.7M Hold
3,312
– – 0.08% 248
2023
Q3 		$4.57M Buy
3,312
+700
+27% +$962K 0.09% 236
2023
Q2 		$3.35M Sell
2,612
-125
-5% -$145K 0.06% 298
2023
Q1 		$2.66M Sell
2,737
-42
-2% -$31.2K 0.05% 326
2022
Q4 		$2.11M Hold
2,779
– – 0.04% 361
2022
Q3 		$2.22M Hold
2,779
– – 0.05% 338
2022
Q2 		$1.82M Buy
+2,779
New +$1.81M 0.04% 405

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 $3.37T AUM 44.26% 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

Stephens Inc's FCNCA Position: Q2 2026 in Review

Stephens Inc reduced its First Citizens BancShares (FCNCA) stake by 7.9% in Q2 2026, selling an estimated $499K and leaving 2,901 shares worth $6.04M. The position accounts for 0.07% of the portfolio, ranked #267.

Stephens Inc first reported a position in FCNCA in Q2 2022 and has held it in 17 quarters since. The position peaked at $7.02M in Q4 2024. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Stephens Inc held 2,901 shares of First Citizens BancShares worth $6.04M as of Q2 2026.
  • Stephens Inc sold 249 First Citizens BancShares shares in Q2 2026, an estimated $499K.
  • First Citizens BancShares made up 0.07% of Stephens Inc's portfolio in Q2 2026, its #267 holding.
  • Stephens Inc first reported a position in First Citizens BancShares in Q2 2022 and has held it in 17 quarters since.
  • Stephens Inc's First Citizens BancShares position peaked at $7.02M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Stephens Inc's 13F filing for Q2 2026, filed 29 Jul 2026.