Vontobel Holding’s First Citizens BancShares FCNCA Stock Holding History

Vontobel Holding’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	$375K	Sell	180 -110	-38%	-$221K	﹤0.01%	1163
2026 Q1	$547K	Sell	290 -614	-68%	-$1.23M	﹤0.01%	822
2025 Q4	$1.94M	Buy	+904	New	+$1.7M	0.01%	587
2025 Q2	–	Sell	-516	Closed	-$957K	–	1277
2025 Q1	$957K	Sell	516 -109	-17%	-$222K	﹤0.01%	604
2024 Q4	$1.32M	Buy	+625	New	+$1.31M	﹤0.01%	523
2024 Q3	–	Sell	-435	Closed	-$732K	–	1102
2024 Q2	$732K	Sell	435 -34	-7%	-$56.9K	﹤0.01%	662
2024 Q1	$767K	Buy	469 +277	+144%	+$417K	0.01%	658
2023 Q4	$272K	Sell	192 -13	-6%	-$18.3K	﹤0.01%	957
2023 Q3	$283K	Buy	205 +40	+24%	+$55K	﹤0.01%	907
2023 Q2	$212K	Buy	+165	New	+$191K	﹤0.01%	999
2022 Q3	–	Sell	-439	Closed	-$294K	–	1058
2022 Q2	$294K	Buy	+439	New	+$286K	﹤0.01%	848

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 $3.37T AUM 44.26% 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

Vontobel Holding's FCNCA Position: Q2 2026 in Review

Vontobel Holding reduced its First Citizens BancShares (FCNCA) stake by 38% in Q2 2026, selling an estimated $221K and leaving 180 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Vontobel Holding first reported a position in FCNCA in Q2 2022 and has held it in 11 quarters since. The position peaked at $1.94M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Vontobel Holding held 180 shares of First Citizens BancShares worth $375K as of Q2 2026.
Vontobel Holding sold 110 First Citizens BancShares shares in Q2 2026, an estimated $221K.
First Citizens BancShares made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #1163 holding.
Vontobel Holding first reported a position in First Citizens BancShares in Q2 2022 and has held it in 11 quarters since.
Vontobel Holding's First Citizens BancShares position peaked at $1.94M in Q4 2025.
626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.