FIRST CITIZENS BCSHS -CL A (FCNCA)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

1 insiders bought on the open market in the last 90 days (2 purchases, $108.4K), against 2 sales by 1 insiders ($136.7K). Latest buy: Aug 19, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

0 House members reported buying (0 purchases vs 1 sales).

Source: U.S. House Clerk STOCK Act periodic transaction reports, as of Oct 3, 2026. Reported amounts are ranges, and reports can arrive up to 45 days after the trade. Senate reports are not included yet.

Screens & lenses

Financial Screens

· Lynch PEG — Cheap against its growth rate

· Dividend Growth — Dividends raised for more than 10 years

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Deep Value (Templeton) — Stocks that are cheap against both earnings and assets

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

Key figures

· Lynch PEG — P/E: 12.56 · 5-yr EPS growth: 28.3% · PEG: 0.44

· Dividend Growth — Dividend per share: 7.95 · Dividend yield: 0.4% · Straight dividend years: 16 · 10-yr dividend growth: 562.5%

· Cash Flow (FCF) — Latest FCF: $2.2B · FCF yield: 8.2% · Positive FCF years: 3

· Deep Value (Templeton) — P/E: 12.56 · P/B: 1.21 · Latest EPS: 165.24 · Dividend yield: 0.4%

· Neff Total Return Ratio — EPS growth: 28.3% · Dividend yield: 0.4% · P/E: 12.56 · Neff ratio: 2.29

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

· Insider BEST — appeared in 6 of the last 20 quarterly lists; latest 2025 Q3, ranked #12 of 50.

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.