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Whittier Trust’s First Citizens BancShares FCNCA Stock Holding History

Whittier Trust’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 		$2.16M Sell
1,021
-188
-16% -$377K 0.02% 292
2026
Q1 		$2.33M Sell
1,209
-6,455
-84% -$13M 0.03% 250
2025
Q4 		$16.8M Buy
7,664
+341
+5% +$643K 0.18% 97
2025
Q3 		$12.9M Buy
7,323
+344
+5% +$678K 0.15% 123
2025
Q2 		$13.7M Buy
6,979
+597
+9% +$1.08M 0.16% 116
2025
Q1 		$11.8M Buy
6,382
+404
+7% +$823K 0.16% 117
2024
Q4 		$12.6M Buy
5,978
+352
+6% +$737K 0.17% 119
2024
Q3 		$10.4M Buy
5,626
+5,625
+562,500% +$10.7M 0.14% 130
2024
Q2 		$1.68K Hold
1
– – ﹤0.01% 1440
2024
Q1 		$1.64K Hold
1
– – ﹤0.01% 1430
2023
Q4 		$1.42K Sell
1
-3
-75% -$4.21K ﹤0.01% 1425
2023
Q3 		$5.52K Buy
4
+3
+300% +$4.12K ﹤0.01% 1358
2023
Q2 		$1.28K Hold
1
– – ﹤0.01% 1478
2023
Q1 		$973 Hold
1
– – ﹤0.01% 1529
2022
Q4 		$758 Hold
1
– – ﹤0.01% 1559
2022
Q3 		$1K Hold
1
– – ﹤0.01% 1599
2022
Q2 		$1K Buy
+1
New +$652 ﹤0.01% 1609

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

Whittier Trust's FCNCA Position: Q2 2026 in Review

Whittier Trust reduced its First Citizens BancShares (FCNCA) stake by 16% in Q2 2026, selling an estimated $377K and leaving 1,021 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #292.

Whittier Trust first reported a position in FCNCA in Q2 2022 and has held it in 17 quarters since. The position peaked at $16.8M in Q4 2025. 626 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

  • Whittier Trust held 1,021 shares of First Citizens BancShares worth $2.16M as of Q2 2026.
  • Whittier Trust sold 188 First Citizens BancShares shares in Q2 2026, an estimated $377K.
  • First Citizens BancShares made up 0.02% of Whittier Trust's portfolio in Q2 2026, its #292 holding.
  • Whittier Trust first reported a position in First Citizens BancShares in Q2 2022 and has held it in 17 quarters since.
  • Whittier Trust's First Citizens BancShares position peaked at $16.8M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.