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AlTi Global’s First Citizens BancShares FCNCA Stock Holding History

AlTi Global’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
-146
Closed -$262K – 458
2025
Q3 		$262K Hold
146
– – 0.01% 388
2025
Q2 		$286K Sell
146
-1
-0.7% -$1.81K 0.01% 359
2025
Q1 		$273K Hold
147
– – 0.01% 342
2024
Q4 		$311K Hold
147
– – 0.01% 336
2024
Q3 		$271K Buy
+147
New +$281K 0.01% 336

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 $3.37T AUM 44.26% 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

AlTi Global's FCNCA Position: Q4 2025 in Review

AlTi Global sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 146 shares — an estimated $262K sold.

AlTi Global first reported a position in FCNCA in Q3 2024 and held it in 5 quarters. The position peaked at $311K in Q4 2024. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • AlTi Global reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
  • AlTi Global sold 146 First Citizens BancShares shares in Q4 2025, an estimated $262K.
  • AlTi Global first reported a position in First Citizens BancShares in Q3 2024 and held it in 5 quarters.
  • AlTi Global's First Citizens BancShares position peaked at $311K in Q4 2024.
  • 652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on AlTi Global's 13F filing for Q4 2025, filed 13 Feb 2026.