Affinity Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Affinity Investment 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 Q1	–	Sell	-437	Closed	-$923K	–	141
2024 Q4	$923K	Sell	437 -256	-37%	-$536K	0.77%	45
2024 Q3	$1.28M	Sell	693 -5	-0.7%	-$9.54K	0.88%	39
2024 Q2	$1.18M	Hold	698	–	–	0.88%	41
2024 Q1	$1.14M	Hold	698	–	–	0.83%	44
2023 Q4	$990K	Buy	698 +1	+0.1%	+$1.4K	0.67%	50
2023 Q3	$962K	Buy	+697	New	+$958K	0.62%	53

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Affinity Investment Advisors's FCNCA Position: Q1 2025 in Review

Affinity Investment Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 437 shares — an estimated $923K sold.

Affinity Investment Advisors first reported a position in FCNCA in Q3 2023 and held it in 6 quarters. The position peaked at $1.28M in Q3 2024. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Affinity Investment Advisors reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Affinity Investment Advisors sold 437 First Citizens BancShares shares in Q1 2025, an estimated $923K.
Affinity Investment Advisors first reported a position in First Citizens BancShares in Q3 2023 and held it in 6 quarters.
Affinity Investment Advisors's First Citizens BancShares position peaked at $1.28M in Q3 2024.
612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Affinity Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.