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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
Q2 		– Sell
-157
Closed -$296K – 572
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

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

Waterloo Capital's FCNCA Position: Q2 2026 in Review

Waterloo Capital sold out of First Citizens BancShares (FCNCA) in Q2 2026, closing a stake of 157 shares — an estimated $296K sold.

Waterloo Capital first reported a position in FCNCA in Q2 2024 and held it in 8 quarters. The position peaked at $337K in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Waterloo Capital reported no remaining First Citizens BancShares position as of Q2 2026 after selling out during the quarter.
  • Waterloo Capital sold 157 First Citizens BancShares shares in Q2 2026, an estimated $296K.
  • Waterloo Capital first reported a position in First Citizens BancShares in Q2 2024 and held it in 8 quarters.
  • Waterloo Capital's First Citizens BancShares position peaked at $337K in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.