Sumitomo Mitsui Trust Group
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Sumitomo Mitsui Trust Group’s First Citizens BancShares FCNCA Stock Holding History

Sumitomo Mitsui Trust Group’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 		$35.3M Sell
16,951
-1,888
-10% -$3.79M 0.02% 539
2026
Q1 		$35.5M Sell
18,839
-45,365
-71% -$91M 0.02% 534
2025
Q4 		$138M Sell
64,204
-2,072
-3% -$3.91M 0.08% 225
2025
Q3 		$119M Buy
66,276
+1,450
+2% +$2.86M 0.07% 266
2025
Q2 		$127M Buy
64,826
+2,949
+5% +$5.35M 0.08% 234
2025
Q1 		$115M Buy
61,877
+7,046
+13% +$14.4M 0.08% 240
2024
Q4 		$116M Buy
54,831
+30,828
+128% +$64.6M 0.08% 243
2024
Q3 		$44.2M Sell
24,003
-1,377
-5% -$2.63M 0.03% 476
2024
Q2 		$42.7M Buy
25,380
+1,628
+7% +$2.72M 0.03% 465
2024
Q1 		$38.8M Sell
23,752
-1,409
-6% -$2.12M 0.03% 565
2023
Q4 		$35.7M Sell
25,161
-171
-0.7% -$240K 0.03% 575
2023
Q3 		$35M Buy
25,332
+2,662
+12% +$3.66M 0.03% 558
2023
Q2 		$29.1M Sell
22,670
-6,401
-22% -$7.4M 0.02% 619
2023
Q1 		$28.3M Sell
29,071
-908
-3% -$674K 0.02% 649
2022
Q4 		$22.7M Sell
29,979
-1,843
-6% -$1.48M 0.02% 688
2022
Q3 		$25.4M Sell
31,822
-185
-0.6% -$145K 0.02% 667
2022
Q2 		$20.9M Buy
32,007
+2,351
+8% +$1.53M 0.02% 712
2022
Q1 		$19.7M Buy
+29,656
New +$23.1M 0.01% 734

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

Sumitomo Mitsui Trust Group's FCNCA Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its First Citizens BancShares (FCNCA) stake by 10% in Q2 2026, selling an estimated $3.79M and leaving 16,951 shares worth $35.3M. The position accounts for 0.02% of the portfolio, ranked #539.

Sumitomo Mitsui Trust Group first reported a position in FCNCA in Q1 2022 and has held it in 18 quarters since. The position peaked at $138M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Sumitomo Mitsui Trust Group held 16,951 shares of First Citizens BancShares worth $35.3M as of Q2 2026.
  • Sumitomo Mitsui Trust Group sold 1,888 First Citizens BancShares shares in Q2 2026, an estimated $3.79M.
  • First Citizens BancShares made up 0.02% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #539 holding.
  • Sumitomo Mitsui Trust Group first reported a position in First Citizens BancShares in Q1 2022 and has held it in 18 quarters since.
  • Sumitomo Mitsui Trust Group's First Citizens BancShares position peaked at $138M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.