Sumitomo Mitsui DS Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Sumitomo Mitsui DS Asset Management’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	$1.89M	Sell	910 -11	-1%	-$22.1K	0.01%	549
2026 Q1	$1.74M	Hold	921	–	–	0.01%	550
2025 Q4	$1.98M	Hold	921	–	–	0.02%	533
2025 Q3	$1.65M	Sell	921 -3	-0.3%	-$5.91K	0.01%	547
2025 Q2	$1.81M	Sell	924 -9	-1%	-$16.3K	0.02%	521
2025 Q1	$1.73M	Sell	933 -6	-0.6%	-$12.2K	0.02%	519
2024 Q4	$1.98M	Sell	939 -51	-5%	-$107K	0.02%	491
2024 Q3	$1.82M	Sell	990 -13	-1%	-$24.8K	0.02%	502
2024 Q2	$1.69M	Buy	1,003 +130	+15%	+$217K	0.02%	487
2024 Q1	$1.43M	Sell	873 -1	-0.1%	-$1.5K	0.02%	524
2023 Q4	$1.24M	Hold	874	–	–	0.02%	562
2023 Q3	$1.21M	Sell	874 -3	-0.3%	-$4.12K	0.02%	517
2023 Q2	$1.13M	Buy	877 +168	+24%	+$194K	0.02%	537
2023 Q1	$690K	Hold	709	–	–	0.01%	622
2022 Q4	$538K	Hold	709	–	–	0.01%	640
2022 Q3	$565K	Buy	709 +8	+1%	+$6.25K	0.01%	611
2022 Q2	$458K	Hold	701	–	–	0.01%	648
2022 Q1	$467K	Buy	+701	New	+$546K	0.01%	672

Other funds holding FCNCA

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's FCNCA Position: Q2 2026 in Review

Sumitomo Mitsui DS Asset Management reduced its First Citizens BancShares (FCNCA) stake by 1.2% in Q2 2026, selling an estimated $22.1K and leaving 910 shares worth $1.89M. The position accounts for 0.01% of the portfolio, ranked #549.

Sumitomo Mitsui DS Asset Management first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.98M in Q4 2024. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Sumitomo Mitsui DS Asset Management held 910 shares of First Citizens BancShares worth $1.89M as of Q2 2026.
Sumitomo Mitsui DS Asset Management sold 11 First Citizens BancShares shares in Q2 2026, an estimated $22.1K.
First Citizens BancShares made up 0.01% of Sumitomo Mitsui DS Asset Management's portfolio in Q2 2026, its #549 holding.
Sumitomo Mitsui DS Asset Management first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
Sumitomo Mitsui DS Asset Management's First Citizens BancShares position peaked at $1.98M in Q4 2024.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.