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Summit Trail Advisors’s First Citizens BancShares FCNCA Stock Holding History

Summit Trail Advisors’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 		$1.02M Buy
489
+48
+11% +$96.3K 0.01% 990
2026
Q1 		$832K Buy
441
+83
+23% +$167K 0.01% 996
2025
Q4 		$769K Sell
358
-26
-7% -$49K 0.01% 944
2025
Q3 		$687K Sell
384
-7
-2% -$13.8K 0.01% 987
2025
Q2 		$765K Buy
391
+81
+26% +$147K 0.01% 569
2025
Q1 		$574K Buy
310
+69
+29% +$141K 0.02% 237
2024
Q4 		$508K Buy
241
+39
+19% +$81.7K 0.02% 214
2024
Q3 		$373K Buy
202
+17
+9% +$32.4K 0.01% 484
2024
Q2 		$312K Buy
+185
New +$309K 0.01% 482

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

Summit Trail Advisors's FCNCA Position: Q2 2026 in Review

Summit Trail Advisors increased its First Citizens BancShares (FCNCA) stake by 11% in Q2 2026, buying an estimated $96.3K and bringing the position to 489 shares worth $1.02M. The position accounts for 0.01% of the portfolio, ranked #990.

Summit Trail Advisors first reported a position in FCNCA in Q2 2024 and has held it in 9 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Summit Trail Advisors held 489 shares of First Citizens BancShares worth $1.02M as of Q2 2026.
  • Summit Trail Advisors bought 48 First Citizens BancShares shares in Q2 2026, an estimated $96.3K.
  • First Citizens BancShares made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #990 holding.
  • Summit Trail Advisors first reported a position in First Citizens BancShares in Q2 2024 and has held it in 9 quarters since.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.