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First Citizens BancShares, Inc

FCNCA

First Citizens BancShares, Inc

First Citizens BancShares, Inc historical holders

total: 8

Dodge & Cox Stock Fund First Citizens BancShares, Inc transactions over time

Total transactions:
2
New positions:
1
Added:
1
Held since:
2025 Q4
Held for:
2 quarters
Latest activity:
2026 Q1
Dodge & Cox Stock Fund has been an institutional investor in First Citizens BancShares, Inc (FCNCA) since 2025 Q4. According to 2026 Q1 report, Dodge & Cox Stock Fund holds 300,700 shares with a market value of roughly $566.72M representing 0.49% of their equity portfolio. The fund/company first acquired FCNCA in 2025 Q4, initially purchasing 20,556 shares. Since the initial investment, Dodge & Cox Stock Fund has made 1 more transaction in this position.

Does Dodge & Cox Stock Fund still hold FCNCA?

Yes, Dodge & Cox Stock Fund continues to hold First Citizens BancShares, Inc (FCNCA). According to their 2026 Q1 report, they maintain a position of 300,700 shares valued at approximately $566.72M, representing 0.49% of their equity portfolio.

When did Dodge & Cox Stock Fund first invest in FCNCA?

Dodge & Cox Stock Fund first invested in First Citizens BancShares, Inc (FCNCA) in 2025 Q4 at the reported quarter-end price of $2,146.18 per share, acquiring 20,556 shares in their initial purchase.

What is Dodge & Cox Stock Fund's average cost basis for FCNCA?

Based on historical transaction data, Dodge & Cox Stock Fund's estimated cost basis for First Citizens BancShares, Inc (FCNCA) is approximately $1,902.54 per share. This represents their average reported price* across all buy transactions.

Estimated cost basis*

Weighted AVG buy price:
$1,902.54

FCNCA transactions history by Dodge & Cox Stock Fund

2 results
Period % of
portfolio
Shares
held after*
Reported
price*
Value* % (shares)
of activity
% change
to portfolio
2026 Q1
0.49%
300,700
$1,884.66
$566,717,262
+1,362.83% (+280,144)
+0.46%
2025 Q4
0.04%
20,556
$2,146.18
$44,116,876
new
+0.04%
* Shares, change to shares, sold shares, shares held after: split-adjusted.
* Reported price: this doesn't represent the actual buy or sell price. It is the split-adjusted price of the security as of the last day of the reported period.
If the security is completely sold out, we show the reported split-adjusted price prior to the actual period.
* Estimated cost basis: based on "Reported price*" (not earlier than 2013 Q2). Calculation starts from the latest "new buy" activity to the latest "close out" activity (if any).
* Value or Price: If the security is completely sold out, we show the reported value (or price) prior to the actual period.
* New buy or own: this means there is no earlier reporting (for us or in general). So we can't know if the actual purchase of the security happened at the reported period or earlier.