Waterloo Capital’s First Citizens BancShares FCNCA Stock Holding History

Waterloo Capital’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 Q1	$296K	Hold	157	–	–	0.02%	401
2025 Q4	$337K	Hold	157	–	–	0.02%	359
2025 Q3	$281K	Sell	157 -1	-0.6%	-$1.97K	0.02%	369
2025 Q2	$309K	Buy	158 +1	+0.6%	+$1.81K	0.03%	346
2025 Q1	$291K	Buy	157 +1	+0.6%	+$2.04K	0.03%	326
2024 Q4	$330K	Sell	156 -2	-1%	-$4.19K	0.03%	283
2024 Q3	$291K	Sell	158 -5	-3%	-$9.54K	0.03%	300
2024 Q2	$274K	Buy	+163	New	+$273K	0.03%	300

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Waterloo Capital's FCNCA Position: Q1 2026 in Review

Waterloo Capital held its First Citizens BancShares (FCNCA) position steady in Q1 2026 at 157 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #401.

Waterloo Capital first reported a position in FCNCA in Q2 2024 and has held it in 8 quarters since. The position peaked at $337K in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Waterloo Capital held 157 shares of First Citizens BancShares worth $296K as of Q1 2026.
Waterloo Capital left its First Citizens BancShares share count unchanged in Q1 2026.
First Citizens BancShares made up 0.02% of Waterloo Capital's portfolio in Q1 2026, its #401 holding.
Waterloo Capital first reported a position in First Citizens BancShares in Q2 2024 and has held it in 8 quarters since.
Waterloo Capital's First Citizens BancShares position peaked at $337K in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Waterloo Capital's 13F filing for Q1 2026, filed 12 May 2026.