John Armitage - Egerton Capital (UK) LLP
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    24
Portfolio value:    $9,010,197,462
Holdings Activity Buys Sells    History
Holding/activity history for  First Citizens Bancshares (FCNCA)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2025   Q4 0 0.00 Sell 100.00% 0.89 SEC
2025   Q3 47,384 0.89 Reduce 46.77% 0.84 $1,789.16 $84,777,557 SEC
2025   Q2 89,010 1.79 Reduce 28.66% 0.77 $1,956.47 $174,145,395 SEC
2025   Q1 124,773 2.67 Add 21.71% 0.48 $1,854.12 $231,344,115 SEC
2024   Q4 102,516 2.51 Reduce 58.80% 2.72 $2,113.02 $216,618,358 SEC
2024   Q3 248,807 4.62 Reduce 12.15% 0.58 $1,840.95 $458,041,247 SEC
2024   Q2 283,228 4.81 Reduce 5.10% 0.24 $1,683.61 $476,845,493 SEC
2024   Q1 298,463 4.72 Reduce 1.52% 0.07 $1,635.00 $487,987,005 SEC
2023   Q4 303,079 4.66 Reduce 10.79% 0.59 $1,418.97 $430,060,009 SEC
2023   Q3 339,721 5.44 Add 3.04% 0.16 $1,380.10 $468,848,952 SEC
2023   Q2 329,701 4.36 Reduce 45.32% 3.36 $1,283.45 $423,154,748 SEC
2023   Q1 603,018 7.42 Reduce 15.11% 0.81 $973.10 $586,796,816 SEC
2022   Q4 710,382 5.33 Reduce 8.17% 0.44 $758.36 $538,725,294 SEC
2022   Q3 773,574 5.42 Reduce 8.46% 0.36 $797.43 $616,871,000 SEC
2022   Q2 845,100 4.24 Add 0.96% 0.04 $653.78 $552,509,000 SEC
2022   Q1 837,088 3.32 Add 147.48% 1.98 $665.60 $557,166,000 SEC
2021   Q4 338,250 1.45 Add 24.70% 0.29 $829.84 $280,693,000 SEC
2021   Q3 271,253 1.19 Add 95.19% 0.58 $843.17 $228,712,000 SEC
2021   Q2 138,970 0.62 Buy 0.62 $832.74 $115,726,000 SEC