Bleakley Financial Group’s First Citizens BancShares FCNCA Stock Holding History

Bleakley Financial Group’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	-164	Closed	-$347K	–	669
2024 Q4	$347K	Sell	164 -3	-2%	-$6.29K	0.01%	745
2024 Q3	$307K	Sell	167 -3	-2%	-$5.72K	0.01%	763
2024 Q2	$286K	Sell	170 -9	-5%	-$15.1K	0.01%	769
2024 Q1	$293K	Sell	179 -17	-9%	-$25.6K	0.01%	767
2023 Q4	$278K	Buy	196 +22	+13%	+$30.9K	0.01%	758
2023 Q3	$240K	Sell	174 -12	-6%	-$16.5K	0.01%	739
2023 Q2	$239K	Buy	+186	New	+$215K	0.01%	792

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 $3.38T AUM 44.17% 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

Bleakley Financial Group's FCNCA Position: Q1 2025 in Review

Bleakley Financial Group sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 164 shares — an estimated $347K sold.

Bleakley Financial Group first reported a position in FCNCA in Q2 2023 and held it in 7 quarters. The position peaked at $347K in Q4 2024. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Bleakley Financial Group reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Bleakley Financial Group sold 164 First Citizens BancShares shares in Q1 2025, an estimated $347K.
Bleakley Financial Group first reported a position in First Citizens BancShares in Q2 2023 and held it in 7 quarters.
Bleakley Financial Group's First Citizens BancShares position peaked at $347K in Q4 2024.
612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.