Tandem Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Tandem Capital 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	$776K	Sell	373 -37	-9%	-$74.2K	0.33%	76
2026 Q1	$773K	Sell	410 -27	-6%	-$54.2K	0.39%	67
2025 Q4	$938K	Hold	437	–	–	0.43%	62
2025 Q3	$782K	Sell	437 -2	-0.5%	-$3.94K	0.36%	71
2025 Q2	$859K	Hold	439	–	–	0.43%	60
2025 Q1	$814K	Hold	439	–	–	0.45%	61
2024 Q4	$928K	Sell	439 -4	-0.9%	-$8.38K	0.5%	55
2024 Q3	$816K	Sell	443 -8	-2%	-$15.3K	0.43%	63
2024 Q2	$763K	Sell	451 -8	-2%	-$13.4K	0.42%	66
2024 Q1	$750K	Hold	459	–	–	0.43%	65
2023 Q4	$651K	Hold	459	–	–	0.4%	65
2023 Q3	$633K	Hold	459	–	–	0.44%	60
2023 Q2	$589K	Sell	459 -11	-2%	-$12.7K	0.38%	67
2023 Q1	$457K	Buy	470 +190	+68%	+$141K	0.32%	71
2022 Q4	$212K	Buy	+280	New	+$226K	0.17%	93

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 $3.38T AUM 44.17% 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

Tandem Capital Management's FCNCA Position: Q2 2026 in Review

Tandem Capital Management reduced its First Citizens BancShares (FCNCA) stake by 9% in Q2 2026, selling an estimated $74.2K and leaving 373 shares worth $776K. The position accounts for 0.33% of the portfolio, ranked #76.

Tandem Capital Management first reported a position in FCNCA in Q4 2022 and has held it in 15 quarters since. The position peaked at $938K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Tandem Capital Management held 373 shares of First Citizens BancShares worth $776K as of Q2 2026.
Tandem Capital Management sold 37 First Citizens BancShares shares in Q2 2026, an estimated $74.2K.
First Citizens BancShares made up 0.33% of Tandem Capital Management's portfolio in Q2 2026, its #76 holding.
Tandem Capital Management first reported a position in First Citizens BancShares in Q4 2022 and has held it in 15 quarters since.
Tandem Capital Management's First Citizens BancShares position peaked at $938K in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Tandem Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.