FCNCA
FIRST CITIZENS BANCSHARES INC /DE/Marquee-fund ownership over time
This quarter's activity
New positions opened
Positions exited
None.
Current holders
Sorted by tenure (longest first)| Fund | First disclosed | Held | Entry price | Latest close | Return on entry |
|---|---|---|---|---|---|
| Coatue Management | Q2 2023 | 12Q | $1251 | $1942 | +55% |
| Greenlight Capital | Q2 2023 | 12Q | $1252 | $1942 | +55% |
| Renaissance Technologies re-entered | Q3 2024(8Q snapshot) | 7Q | $1961 | $1942 | -1% |
| Bridgewater Associates re-entered | Q3 2024 | 7Q | $1984 | $1942 | -2% |
| Citadel Advisors re-entered | Q3 2024(8Q snapshot) | 7Q | $1986 | $1942 | -2% |
| D.E. Shaw | Q3 2024(8Q snapshot) | 7Q | $1986 | $1942 | -2% |
| AQR Capital Management | Q3 2024(8Q snapshot) | 7Q | $1986 | $1942 | -2% |
| Millennium Management | Q3 2024(8Q snapshot) | 7Q | $1986 | $1942 | -2% |
| Two Sigma Investments | Q1 2026(8Q snapshot) | 1Q | $1989 | $1942 | -2% |
“Return on entry” is the price-only move from the fund's first disclosure to today — it ignores any adds, trims, or dividends. A fund that built its position over multiple quarters has a true cost basis somewhere between entry price and latest close; this figure is the upper bound.
Past holders
Funds that exited at some point| Fund | Last entry | Exited | Entry → Exit | Return |
|---|---|---|---|---|
| Soros Fund Management | Q3 2024 | Q1 2026 | → $2004 | +1% |
| Duquesne Family Office | Q4 2024 | Q2 2025 | → $1958 | -8% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | → $2139 | +8% |
| Lone Pine Capital | Q2 2022 | Q2 2023 | → $1251 | +97% |
Insider activity
Form 4 — officers, directors, 10%+ ownersFiled within two business days of each transaction by anyone with material insider status at FIRST CITIZENS BANCSHARES INC /DE/. Pair with the holders table above as a sanity check: heavy insider buying alongside marquee-fund accumulation is the strongest accumulation signal; heavy insider selling alongside fund exits is the strongest distribution signal.
30d / 90d windows measured from Jun 8, 2026 — the most recent Form 4 on file — not from today.
- Form 40001193125-26-262445Jun 8, 2026
- Form 40001193125-26-262436Jun 8, 2026
- Form 40001193125-26-262431Jun 8, 2026
- Form 40001193125-26-262386Jun 8, 2026
- Form 40001193125-26-261630Jun 8, 2026
- Form 40001193125-26-220236May 12, 2026
- Form 40001193125-26-158894Apr 16, 2026
- Form 40001193125-26-154413Apr 14, 2026
- Form 40001065416-26-000006Mar 19, 2026
- Form 40001065415-26-000004Mar 18, 2026
- Form 40001065416-26-000004Mar 17, 2026
- Form 40001537972-26-000002Mar 17, 2026
- Form 40002051358-26-000002Mar 9, 2026
- Form 40001065415-26-000002Mar 4, 2026
- Form 40001065416-26-000002Mar 4, 2026
Fundamentals
XBRL · FIRST CITIZENS BANCSHARES INC /DE/Annual figures sourced directly from FIRST CITIZENS BANCSHARES INC /DE/'s 10-K / 10-Q filings via SEC EDGAR XBRL. Latest fiscal year and the year-over-year change, with up to ten years of history.
Recent SEC filings
10-K · 10-Q · 8-K · 13D/G · proxyThe most recent material filings for FIRST CITIZENS BANCSHARES INC /DE/ — earnings, material events, ownership disclosures, proxy statements. Form 4 insider activity is shown in the panel above.
- 10-QQuarterly reportMay 8, 2026
- 8-KMaterial eventMay 7, 2026
- 8-KMaterial eventApr 23, 2026
- DEF 14AProxy statementMar 23, 2026
- 8-KMaterial eventMar 3, 2026
- 10-KAnnual reportFeb 24, 2026
- 8-KMaterial eventFeb 5, 2026
- 8-KMaterial eventJan 23, 2026
- 8-KMaterial eventJan 14, 2026
- 8-KMaterial eventNov 18, 2025
- 10-QQuarterly reportNov 7, 2025
- 8-KMaterial eventOct 23, 2025
- 8-KMaterial eventOct 16, 2025
- 8-KMaterial eventSep 5, 2025
- 10-QQuarterly reportAug 8, 2025
Trade history
Every open→close lifecycle across tracked funds| Fund | Open date | Close date | Open price | Close price / current | Return |
|---|---|---|---|---|---|
| Citadel Advisors | Q2 2026 | open | $1928 | $1942 | +1% |
| Two Sigma Investments | Q1 2026 | open | $1989 | $1942 | -2% |
| Citadel Advisors | Q4 2025 | Q1 2026 | $1841 | $1989 | +8% |
| Renaissance Technologies | Q4 2025 | open | $1821 | $1942 | +7% |
| Bridgewater Associates | Q4 2025 | open | $1819 | $1976 | +9% |
| Bridgewater Associates | Q2 2025 | Q3 2025 | $1953 | $1897 | -3% |
| Duquesne Family Office | Q4 2024 | Q2 2025 | $2139 | $1958 | -8% |
| Bridgewater Associates | Q3 2024 | Q1 2025 | $1984 | $2094 | +6% |
| Citadel Advisors | Q3 2024 | Q2 2025 | $1986 | $1958 | -1% |
| Soros Fund Management | Q3 2024 | Q1 2026 | $1986 | $2004 | +1% |
| D.E. Shaw | Q3 2024 | open | $1986 | $1942 | -2% |
| AQR Capital Management | Q3 2024 | open | $1986 | $1942 | -2% |
| Millennium Management | Q3 2024 | open | $1986 | $1942 | -2% |
| Point72 Asset Management | Q3 2024 | Q4 2024 | $1986 | $2139 | +8% |
| Renaissance Technologies | Q3 2024 | Q1 2025 | $1961 | $2096 | +7% |
| Coatue Management | Q2 2023 | open | $1251 | $1976 | +58% |
| Greenlight Capital | Q2 2023 | open | $1252 | $1942 | +55% |
| Lone Pine Capital | Q2 2022 | Q2 2023 | $635 | $1251 | +97% |
- Covers only the 27 marquee funds tracked here, not the full institutional universe. A “0 holders” reading does not mean unowned.
- Heavy funds (Renaissance Technologies, Citadel Advisors, Soros Fund Management, Two Sigma Investments, D.E. Shaw, AQR Capital Management, Millennium Management, Point72 Asset Management) use 8-quarter snapshots, so their pre-2024 history is missing.
- “Current” reflects each fund's most recent 13F — filings lag the actual trade by up to 45 days; positions shown may have changed since.
- Cost = price at the entry filing date. Re-entered positions show the most recent open lot.
- Options, ADRs, and unmapped CUSIPs are excluded from the follower-backtest pipeline that produces these snapshots, so certain holding types won't appear here.