As of the latest SEC filings, FIRST CITIZENS BANCSHARES INC /DE/ (FCNCN) is held by 9 institutional funds. The largest fund shareholder is Virtus InfraCap U.S. Preferred Stock ETF (PFFA), holding an estimated $55,610,703.50 in market value, representing 2.37% of its portfolio.
Funds holding FIRST CITIZENS BANCSHARES INC /DE/ (FCNCN)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FCNCN
- CIK:
- 0000798941
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
|
ETF | Independent / Boutique | 2.37% | $55,610,703.50 | 2,207,650 | Apr 30, 2026 | Jun 22, 2026 |
|
PFF
iShares Preferred and Income Securities ETF
|
ETF | BlackRock / iShares | 0.21% | $28,163,298.24 | 1,139,292 | Mar 31, 2026 | May 26, 2026 |
|
PGX
Invesco Preferred ETF
|
ETF | Invesco | 0.37% | $14,850,300.00 | 590,000 | Feb 28, 2026 | Apr 28, 2026 |
|
PGF
Invesco Financial Preferred ETF
|
ETF | Invesco | 0.78% | $5,618,831.02 | 223,058 | Apr 30, 2026 | Jun 26, 2026 |
|
SPFF
Global X SuperIncome Preferred ETF
|
ETF | Independent / Boutique | 1.06% | $1,570,143.08 | 62,332 | Apr 30, 2026 | Jun 29, 2026 |
|
CZAMX
Multi-Manager Alternative Strategies Fund
|
MF | Columbia Threadneedle | 0.12% | $751,324.50 | 29,850 | Feb 28, 2026 | Apr 27, 2026 |
|
DPICX
Destra Flaherty & Crumrine Preferred and Income Fund
|
MF | Independent / Boutique | 0.33% | $731,712.00 | 29,600 | Mar 31, 2026 | Jun 1, 2026 |
|
CPZ
Calamos Long/Short Equity & Dynamic Income Trust
|
CEF | Calamos | 0.06% | $168,773.00 | 6,700 | Apr 30, 2026 | Jun 26, 2026 |
|
CSQ
CALAMOS STRATEGIC TOTAL RETURN FUND
|
CEF | Calamos | 0.00% | $83,127.00 | 3,300 | Apr 30, 2026 | Jun 26, 2026 |
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