Richard Pzena - Pzena Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    158
Portfolio value:    $30,796,447,662
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
2008   Q3 0 0.00 Sell 100.00% <0.01 SEC
2008   Q2 4,420 <0.01 Reduce 11.95% <0.01 $139.59 $617,000 SEC
2007   Q4 5,020 <0.01 Reduce 5.19% <0.01 $145.82 $732,000 SEC
2007   Q3 5,295 <0.01 Reduce 13.48% <0.01 $174.32 $923,000 SEC
2007   Q2 6,120 <0.01 Add 38.46% <0.01 $194.44 $1,190,000 SEC
2007   Q1 4,420 <0.01 Reduce 27.78% <0.01 $139.37 $616,000 SEC
2006   Q4 6,120 0.01 Reduce 16.96% <0.01 $202.61 $1,240,000 SEC
2006   Q3 7,370 0.01 Reduce 10.61% <0.01 $191.04 $1,408,000 SEC
2006   Q2 8,245 0.01 Reduce 82.29% 0.04 $200.49 $1,653,000 SEC
2006   Q1 46,567 0.05 Reduce 31.29% 0.03 $192.99 $8,987,000 SEC
2005   Q4 67,770 0.09 Reduce 5.70% <0.01 $174.41 $11,820,000 SEC
2005   Q3 71,870 0.10 Add 1.16% <0.01 $170.66 $12,265,000 SEC
2005   Q2 71,045 0.10 Reduce 4.44% <0.01 $144.56 $10,270,000 SEC
2005   Q1 74,345 0.11 Add 4.24% <0.01 $146.39 $10,883,000 SEC
2004   Q4 71,320 0.12 Add 3.51% <0.01 $148.25 $10,573,000 SEC
2004   Q3 68,900 0.12 Add 2.53% <0.01 $118.00 $8,130,000 SEC
2004   Q2 67,200 0.14 Reduce 10.99% 0.02 $121.99 $8,198,000 SEC
2004   Q1 75,500 0.18 $122.99 $9,286,000 SEC
2003   Q4 75,500 0.19 Reduce 0.59% <0.01 $121.54 $9,176,000 SEC
2003   Q3 75,950 0.23 Add 5.82% 0.01 $105.70 $8,028,000 SEC
2003   Q2 71,775 0.24 Reduce 8.89% 0.03 $100.84 $7,238,000 SEC
2003   Q1 78,775 0.32 Reduce 11.09% 0.04 $94.09 $7,412,000 SEC
2002   Q4 88,600 0.34 Reduce 1.72% <0.01 $96.60 $8,559,000 SEC
2002   Q3 90,150 0.43 Add 4.55% 0.02 $103.08 $9,293,000 SEC
2002   Q2 86,225 0.33 Reduce 4.59% 0.02 $110.59 $9,536,000 SEC
2002   Q1 90,375 0.38 Add 6.11% 0.02 $102.96 $9,305,000 SEC
2001   Q4 85,175 0.42 Add 45.85% 0.13 $97.75 $8,326,000 SEC
2001   Q3 58,400 0.33 Add 17.62% 0.05 $83.18 $4,858,000 SEC
2001   Q2 49,650 0.40 Buy 0.40 $108.50 $5,387,000 SEC