Whitener Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Whitener Capital 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	$1.63M	Buy	784 +76	+11%	+$152K	0.35%	61
2026 Q1	$1.33M	Sell	708 -6	-0.8%	-$12K	0.3%	65
2025 Q4	$1.53M	Buy	714 +209	+41%	+$394K	0.35%	59
2025 Q3	$904K	Hold	505	–	–	0.22%	81
2025 Q2	$988K	Buy	505 +10	+2%	+$18.1K	0.26%	77
2025 Q1	$918K	Hold	495	–	–	0.26%	76
2024 Q4	$1.05M	Hold	495	–	–	0.29%	68
2024 Q3	$911K	Sell	495 -62	-11%	-$118K	0.26%	74
2024 Q2	$938K	Buy	557 +37	+7%	+$61.9K	0.28%	69
2024 Q1	$850K	Hold	520	–	–	0.28%	72
2023 Q4	$738K	Hold	520	–	–	0.27%	72
2023 Q3	$718K	Sell	520 -5	-1%	-$6.87K	0.29%	70
2023 Q2	$674K	Sell	525 -103	-16%	-$119K	0.26%	73
2023 Q1	$611K	Buy	+628	New	+$466K	0.26%	75

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

Whitener Capital Management's FCNCA Position: Q2 2026 in Review

Whitener Capital Management increased its First Citizens BancShares (FCNCA) stake by 11% in Q2 2026, buying an estimated $152K and bringing the position to 784 shares worth $1.63M. The position accounts for 0.35% of the portfolio, ranked #61.

Whitener Capital Management first reported a position in FCNCA in Q1 2023 and has held it in 14 quarters since. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Whitener Capital Management held 784 shares of First Citizens BancShares worth $1.63M as of Q2 2026.
Whitener Capital Management bought 76 First Citizens BancShares shares in Q2 2026, an estimated $152K.
First Citizens BancShares made up 0.35% of Whitener Capital Management's portfolio in Q2 2026, its #61 holding.
Whitener Capital Management first reported a position in First Citizens BancShares in Q1 2023 and has held it in 14 quarters since.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Whitener Capital Management's 13F filing for Q2 2026, filed 10 Jul 2026.