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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Applied Finance Capital Management's FCNCA Position: Q4 2025 in Review

Applied Finance Capital Management sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 264 shares — an estimated $472K sold.

Applied Finance Capital Management first reported a position in FCNCA in Q2 2024 and held it in 6 quarters. The position peaked at $710K in Q4 2024. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

Applied Finance Capital Management reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
Applied Finance Capital Management sold 264 First Citizens BancShares shares in Q4 2025, an estimated $472K.
Applied Finance Capital Management first reported a position in First Citizens BancShares in Q2 2024 and held it in 6 quarters.
Applied Finance Capital Management's First Citizens BancShares position peaked at $710K in Q4 2024.
652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.