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Stonehage Fleming Financial Services’s First Citizens BancShares FCNCA Stock Holding History

Stonehage Fleming Financial Services’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 		– Sell
-501
Closed -$944K – 226
2026
Q1 		$944K Sell
501
-65
-11% -$130K 0.03% 80
2025
Q4 		$1.21M Sell
566
-36
-6% -$67.9K 0.04% 59
2025
Q3 		$1.08M Hold
602
– – 0.03% 61
2025
Q2 		$1.18M Hold
602
– – 0.03% 57
2025
Q1 		$1.12M Sell
602
-1
-0.2% -$2.04K 0.04% 48
2024
Q4 		$1.27M Hold
603
– – 0.04% 51
2024
Q3 		$1.11M Sell
603
-2
-0.3% -$3.82K 0.03% 50
2024
Q2 		$1.02M Sell
605
-508
-46% -$850K 0.03% 56
2024
Q1 		$1.04M Buy
1,113
+506
+83% +$761K 0.07% 39
2023
Q4 		$861K Sell
607
-42
-6% -$59K 0.03% 68
2023
Q3 		$891K Sell
649
-59
-8% -$81.1K 0.08% 75
2023
Q2 		$901K Sell
708
-405
-36% -$468K 0.03% 66
2023
Q1 		$1.04M Buy
1,113
+8
+0.7% +$5.94K 0.07% 39
2022
Q4 		$838K Sell
1,105
-179
-14% -$144K 0.06% 49
2022
Q3 		$1.01M Hold
1,284
– – 0.08% 38
2022
Q2 		$857K Sell
1,284
-34
-3% -$22.2K 0.03% 77
2022
Q1 		$892K Buy
1,318
+744
+130% +$579K 0.03% 84
2021
Q4 		$466K Hold
574
– – 0.01% 120
2021
Q3 		$499K Hold
574
– – 0.01% 114
2021
Q2 		$479K Buy
574
+63
+12% +$53.7K 0.01% 110
2021
Q1 		$436K Buy
+511
New +$370K 0.01% 119

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

Stonehage Fleming Financial Services's FCNCA Position: Q2 2026 in Review

Stonehage Fleming Financial Services sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 501 shares — an estimated $944K sold.

Stonehage Fleming Financial Services first reported a position in FCNCA in Q1 2021 and held it in 21 quarters. The position peaked at $1.27M in Q4 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Stonehage Fleming Financial Services reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 501 First Citizens BancShares shares in Q2 2026, an estimated $944K.
  • Stonehage Fleming Financial Services first reported a position in First Citizens BancShares in Q1 2021 and held it in 21 quarters.
  • Stonehage Fleming Financial Services's First Citizens BancShares position peaked at $1.27M in Q4 2024.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Stonehage Fleming Financial Services's 13F filing for Q2 2026, filed 17 Aug 2026.