Atria Investments’s First Citizens BancShares FCNCA Stock Holding History

Atria Investments’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
2026 Q1	$691K	Sell	367 -91	-20%	-$183K	0.01%	1276
2025 Q4	$982K	Buy	458 +123	+37%	+$232K	0.01%	1078
2025 Q3	$599K	Buy	335 +10	+3%	+$19.7K	0.01%	1324
2025 Q2	$635K	Buy	325 +21	+7%	+$38.1K	0.01%	1296
2025 Q1	$563K	Buy	304 +34	+13%	+$69.2K	0.01%	1286
2024 Q4	$569K	Sell	270 -9	-3%	-$18.9K	0.01%	1260
2024 Q3	$514K	Sell	279 -20	-7%	-$38.2K	0.01%	1301
2024 Q2	$504K	Buy	+299	New	+$500K	0.01%	1296

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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