Other

Cumulative Cost Basis

First Citizens BancShares Cumulative Cost Basis remained flat by 0.0% to $83.00M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 6.4%, from $78.00M to $83.00M. Over 4 years (FY 2021 to FY 2025), Cumulative Cost Basis shows a downward trend with a -69.2% CAGR.

Analysis

StatementBalance Sheet Statement
SectionOther
CategoryCapital Allocation
SignalContext dependent
VolatilityStable
First reportedQ1 2021
Last reportedQ1 2026

How to read this metric

Provides a stable reference point for the scale of the bank's investment activities and historical capital deployment.

Detailed definition

The cumulative cost basis represents the original purchase price or historical cost of assets or liabilities before any...

Peer comparison

Universal accounting concept used by all financial institutions to track historical investment scale.

Metric ID: cumulative_cost_basis

Historical Data

18 periods
 Q4 '21Q1 '22Q2 '22Q3 '22Q4 '22Q1 '23Q2 '23Q3 '23Q4 '23Q1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26
Value$9.22B$9.73B$9.86B$73.00M$75.00M$75.00M$75.00M$75.00M$75.00M$75.00M$75.00M$70.00M$79.00M$78.00M$78.00M$78.00M$83.00M$83.00M
QoQ Change+5.5%+1.3%-99.3%+2.7%+0.0%+0.0%+0.0%+0.0%+0.0%+0.0%-6.7%+12.9%-1.3%+0.0%+0.0%+6.4%+0.0%
YoY Change-99.2%-99.2%-99.2%+2.7%+0.0%+0.0%+0.0%-6.7%+5.3%+4.0%+4.0%+11.4%+5.1%+6.4%
Range$70.00M$9.86B
CAGR-67.0%
Avg YoY Growth-19.0%
Median YoY Growth+1.4%
Current Streak4 quarters growth

Frequently Asked Questions

What is First Citizens BancShares's cumulative cost basis?
First Citizens BancShares (FCNCA) reported cumulative cost basis of $83.00M in Q1 2026.
How has First Citizens BancShares's cumulative cost basis changed year-over-year?
First Citizens BancShares's cumulative cost basis increased by 6.4% year-over-year, from $78.00M to $83.00M.
What is the long-term trend for First Citizens BancShares's cumulative cost basis?
Over 4 years (2021 to 2025), First Citizens BancShares's cumulative cost basis has grown at a -69.2% compound annual growth rate (CAGR), from $9.22B to $83.00M.
What does cumulative cost basis mean?
The original total cost of assets or liabilities before any accounting adjustments.