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Vest Financial’s First Citizens BancShares FCNCA Stock Holding History

Vest Financial’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 		$4.04M Buy
1,942
+29
+2% +$58.2K 0.04% 282
2026
Q1 		$3.61M Buy
1,913
+1,091
+133% +$2.19M 0.04% 275
2025
Q4 		$1.76M Buy
+822
New +$1.55M 0.02% 323
2025
Q3 		– Sell
-494
Closed -$966K – 424
2025
Q2 		$966K Sell
494
-346
-41% -$628K 0.01% 355
2025
Q1 		$1.56M Buy
+840
New +$1.71M 0.02% 274

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

Vest Financial's FCNCA Position: Q2 2026 in Review

Vest Financial increased its First Citizens BancShares (FCNCA) stake by 1.5% in Q2 2026, buying an estimated $58.2K and bringing the position to 1,942 shares worth $4.04M. The position accounts for 0.04% of the portfolio, ranked #282.

Vest Financial first reported a position in FCNCA in Q1 2025 and has held it in 5 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Vest Financial held 1,942 shares of First Citizens BancShares worth $4.04M as of Q2 2026.
  • Vest Financial bought 29 First Citizens BancShares shares in Q2 2026, an estimated $58.2K.
  • First Citizens BancShares made up 0.04% of Vest Financial's portfolio in Q2 2026, its #282 holding.
  • Vest Financial first reported a position in First Citizens BancShares in Q1 2025 and has held it in 5 quarters since.
  • 625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.