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 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

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

Whittier Trust's FCNCA Position: Q1 2026 in Review

Whittier Trust reduced its First Citizens BancShares (FCNCA) stake by 84% in Q1 2026, selling an estimated $13M and leaving 1,209 shares worth $2.33M. The position accounts for 0.03% of the portfolio, ranked #250.

Whittier Trust first reported a position in FCNCA in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.8M in Q4 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Whittier Trust held 1,209 shares of First Citizens BancShares worth $2.33M as of Q1 2026.
Whittier Trust sold 6,455 First Citizens BancShares shares in Q1 2026, an estimated $13M.
First Citizens BancShares made up 0.03% of Whittier Trust's portfolio in Q1 2026, its #250 holding.
Whittier Trust first reported a position in First Citizens BancShares in Q2 2022 and has held it in 16 quarters since.
Whittier Trust's First Citizens BancShares position peaked at $16.8M in Q4 2025.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Whittier Trust's 13F filing for Q1 2026, filed 28 Apr 2026.