Vanguard Personalized Indexing Management
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Vanguard Personalized Indexing Management’s First Citizens BancShares FCNCA Stock Holding History

Vanguard Personalized Indexing 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 		$1.87M Buy
901
+19
+2% +$38.1K 0.02% 675
2026
Q1 		$1.66M Sell
882
-16
-2% -$32.1K 0.02% 684
2025
Q4 		$1.93M Buy
898
+23
+3% +$43.4K 0.02% 617
2025
Q3 		$1.58M Sell
875
-4
-0.5% -$7.89K 0.02% 686
2025
Q2 		$1.74M Buy
879
+31
+4% +$56.2K 0.02% 614
2025
Q1 		$1.57M Sell
848
-47
-5% -$95.7K 0.02% 581
2024
Q4 		$1.89M Sell
895
-15
-2% -$31.4K 0.03% 496
2024
Q3 		$1.68M Buy
910
+77
+9% +$147K 0.03% 534
2024
Q2 		$1.4M Buy
833
+151
+22% +$253K 0.03% 542
2024
Q1 		$1.12M Buy
682
+21
+3% +$31.6K 0.02% 602
2023
Q4 		$938K Buy
661
+81
+14% +$114K 0.02% 686
2023
Q3 		$800K Sell
580
-47
-7% -$64.6K 0.02% 674
2023
Q2 		$805K Buy
627
+82
+15% +$94.9K 0.02% 670
2023
Q1 		$530K Sell
545
-857
-61% -$636K 0.02% 839
2022
Q4 		$1.06M Buy
1,402
+52
+4% +$41.9K 0.04% 485
2022
Q3 		$1.08M Buy
1,350
+54
+4% +$42.2K 0.05% 443
2022
Q2 		$847K Buy
1,296
+408
+46% +$266K 0.04% 546
2022
Q1 		$591K Buy
+888
New +$691K 0.03% 751
2021
Q3 		– Sell
-241
Closed -$201K – 1005
2021
Q2 		$201K Buy
+241
New +$206K 0.02% 896

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

Vanguard Personalized Indexing Management's FCNCA Position: Q2 2026 in Review

Vanguard Personalized Indexing Management increased its First Citizens BancShares (FCNCA) stake by 2.2% in Q2 2026, buying an estimated $38.1K and bringing the position to 901 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #675.

Vanguard Personalized Indexing Management first reported a position in FCNCA in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Vanguard Personalized Indexing Management held 901 shares of First Citizens BancShares worth $1.87M as of Q2 2026.
  • Vanguard Personalized Indexing Management bought 19 First Citizens BancShares shares in Q2 2026, an estimated $38.1K.
  • First Citizens BancShares made up 0.02% of Vanguard Personalized Indexing Management's portfolio in Q2 2026, its #675 holding.
  • Vanguard Personalized Indexing Management first reported a position in First Citizens BancShares in Q2 2021 and has held it in 19 quarters since.
  • Vanguard Personalized Indexing Management's First Citizens BancShares position peaked at $1.93M in Q4 2025.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2026, filed 11 Aug 2026.