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180 Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

180 Wealth Advisors’s Portfolio FCNCA Stock Details FCNCA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-114
Closed -$204K – 480
2025
Q3 		$204K Buy
+114
New +$225K 0.02% 429

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

180 Wealth Advisors's FCNCA Position: Q4 2025 in Review

180 Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 114 shares — an estimated $204K sold.

180 Wealth Advisors first reported a position in FCNCA in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 653 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • 180 Wealth Advisors reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
  • 180 Wealth Advisors sold 114 First Citizens BancShares shares in Q4 2025, an estimated $204K.
  • 180 Wealth Advisors first reported a position in First Citizens BancShares in Q3 2025 and held it in 1 quarter.
  • 180 Wealth Advisors's First Citizens BancShares position peaked at $204K in Q3 2025.
  • 653 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on 180 Wealth Advisors's 13F filing for Q4 2025, filed 9 Jan 2026.