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Brookwood Investment Group’s First Citizens BancShares FCNCA Stock Holding History

Brookwood Investment 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
Q2 		– Sell
-120
Closed -$223K – 474
2025
Q1 		$223K Buy
+120
New +$244K 0.04% 374

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Brookwood Investment Group's FCNCA Position: Q2 2025 in Review

Brookwood Investment Group sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 120 shares — an estimated $223K sold.

Brookwood Investment Group first reported a position in FCNCA in Q1 2025 and held it in 1 quarter. The position peaked at $223K in Q1 2025. 602 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • Brookwood Investment Group reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 120 First Citizens BancShares shares in Q2 2025, an estimated $223K.
  • Brookwood Investment Group first reported a position in First Citizens BancShares in Q1 2025 and held it in 1 quarter.
  • Brookwood Investment Group's First Citizens BancShares position peaked at $223K in Q1 2025.
  • 602 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Brookwood Investment Group's 13F filing for Q2 2025, filed 1 Aug 2025.