Bridgeway Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Bridgeway 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
2024 Q4	–	Sell	-400	Closed	-$736K	–	1235
2024 Q3	$736K	Buy	+400	New	+$763K	0.02%	759
2024 Q2	–	Sell	-500	Closed	-$818K	–	1295
2024 Q1	$818K	Hold	500	–	–	0.02%	795
2023 Q4	$709K	Sell	500 -3,500	-88%	-$4.91M	0.02%	846
2023 Q3	$5.52M	Sell	4,000 -775	-16%	-$1.07M	0.13%	256
2023 Q2	$6.13M	Buy	4,775 +2,475	+108%	+$2.86M	0.15%	222
2023 Q1	$2.24M	Hold	2,300	–	–	0.06%	495
2022 Q4	$1.74M	Buy	+2,300	New	+$1.85M	0.05%	591

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

Bridgeway Capital Management's FCNCA Position: Q4 2024 in Review

Bridgeway Capital Management sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 400 shares — an estimated $736K sold.

Bridgeway Capital Management first reported a position in FCNCA in Q4 2022 and held it in 7 quarters. The position peaked at $6.13M in Q2 2023. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

Bridgeway Capital Management reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
Bridgeway Capital Management sold 400 First Citizens BancShares shares in Q4 2024, an estimated $736K.
Bridgeway Capital Management first reported a position in First Citizens BancShares in Q4 2022 and held it in 7 quarters.
Bridgeway Capital Management's First Citizens BancShares position peaked at $6.13M in Q2 2023.
616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on Bridgeway Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.