Applied Finance Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Applied Finance Capital Management’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	-264	Closed	-$472K	–	258
2025 Q3	$472K	Sell	264 -94	-26%	-$185K	0.03%	185
2025 Q2	$700K	Buy	358 +22	+7%	+$39.9K	0.05%	167
2025 Q1	$623K	Hold	336	–	–	0.05%	174
2024 Q4	$710K	Hold	336	–	–	0.03%	142
2024 Q3	$619K	Sell	336 -57	-15%	-$109K	0.03%	178
2024 Q2	$662K	Buy	+393	New	+$657K	0.03%	152

Other funds holding FCNCA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coatue Management

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return