Yoffe Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Yoffe Investment 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	$266K	Hold	128	–	–	0.3%	98
2026 Q1	$241K	Hold	128	–	–	0.31%	102
2025 Q4	$275K	Hold	128	–	–	0.35%	97
2025 Q3	$229K	Hold	128	–	–	0.3%	104
2025 Q2	$250K	Hold	128	–	–	0.34%	100
2025 Q1	$237K	Hold	128	–	–	0.35%	98
2024 Q4	$270K	Buy	+128	New	+$268K	0.4%	88

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

Yoffe Investment Management's FCNCA Position: Q2 2026 in Review

Yoffe Investment Management held its First Citizens BancShares (FCNCA) position steady in Q2 2026 at 128 shares worth $266K. The position accounts for 0.3% of the portfolio, ranked #98.

Yoffe Investment Management first reported a position in FCNCA in Q4 2024 and has held it in 7 quarters since. The position peaked at $275K in Q4 2025. 625 funds tracked by Wall St. Rank hold FCNCA as of Q2 2026.

Yoffe Investment Management held 128 shares of First Citizens BancShares worth $266K as of Q2 2026.
Yoffe Investment Management left its First Citizens BancShares share count unchanged in Q2 2026.
First Citizens BancShares made up 0.3% of Yoffe Investment Management's portfolio in Q2 2026, its #98 holding.
Yoffe Investment Management first reported a position in First Citizens BancShares in Q4 2024 and has held it in 7 quarters since.
Yoffe Investment Management's First Citizens BancShares position peaked at $275K in Q4 2025.
625 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2026.

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