Stifel Financial
FCNCA icon

Stifel Financial’s First Citizens BancShares FCNCA Stock Holding History

Stifel Financial’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 		$9.05M Sell
4,344
-72
-2% -$144K 0.01% 1077
2026
Q1 		$8.33M Sell
4,416
-237
-5% -$476K 0.01% 1050
2025
Q4 		$9.99M Buy
4,653
+80
+2% +$151K 0.01% 954
2025
Q3 		$8.19M Sell
4,573
-10
-0.2% -$19.7K 0.01% 1034
2025
Q2 		$8.97M Buy
4,583
+209
+5% +$379K 0.01% 938
2025
Q1 		$8.11M Buy
4,374
+4
+0.1% +$8.15K 0.01% 944
2024
Q4 		$9.24M Buy
4,370
+199
+5% +$417K 0.01% 885
2024
Q3 		$7.68M Buy
4,171
+158
+4% +$302K 0.01% 967
2024
Q2 		$6.76M Buy
4,013
+166
+4% +$278K 0.01% 971
2024
Q1 		$6.29M Sell
3,847
-756
-16% -$1.14M 0.01% 1023
2023
Q4 		$6.53M Buy
4,603
+1,981
+76% +$2.78M 0.01% 964
2023
Q3 		$3.62M Buy
2,622
+455
+21% +$625K 0.01% 1217
2023
Q2 		$2.78M Sell
2,167
-2,311
-52% -$2.67M ﹤0.01% 1403
2023
Q1 		$4.36M Buy
4,478
+293
+7% +$218K 0.01% 1100
2022
Q4 		$3.17M Sell
4,185
-466
-10% -$375K ﹤0.01% 1225
2022
Q3 		$3.71M Buy
4,651
+2,226
+92% +$1.74M 0.01% 1098
2022
Q2 		$1.58M Sell
2,425
-438
-15% -$286K ﹤0.01% 1656
2022
Q1 		$1.91M Buy
2,863
+2,614
+1,050% +$2.04M ﹤0.01% 1648
2021
Q4 		$206K Sell
249
-11
-4% -$9.17K ﹤0.01% 3136
2021
Q3 		$219K Sell
260
-4
-2% -$3.33K ﹤0.01% 3085
2021
Q2 		$220K Buy
+264
New +$225K ﹤0.01% 3094
2020
Q4 		– Sell
-732
Closed -$234K – 3054
2020
Q3 		$234K Buy
+732
New +$282K ﹤0.01% 2538

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

Stifel Financial's FCNCA Position: Q2 2026 in Review

Stifel Financial reduced its First Citizens BancShares (FCNCA) stake by 1.6% in Q2 2026, selling an estimated $144K and leaving 4,344 shares worth $9.05M. The position accounts for 0.01% of the portfolio, ranked #1077.

Stifel Financial first reported a position in FCNCA in Q3 2020 and has held it in 22 quarters since. The position peaked at $9.99M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Stifel Financial held 4,344 shares of First Citizens BancShares worth $9.05M as of Q2 2026.
  • Stifel Financial sold 72 First Citizens BancShares shares in Q2 2026, an estimated $144K.
  • First Citizens BancShares made up 0.01% of Stifel Financial's portfolio in Q2 2026, its #1077 holding.
  • Stifel Financial first reported a position in First Citizens BancShares in Q3 2020 and has held it in 22 quarters since.
  • Stifel Financial's First Citizens BancShares position peaked at $9.99M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.