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Bruce G. Allen Investments’s First Citizens BancShares FCNCA Stock Holding History

Bruce G. Allen 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 		$5.65K Hold
3
– – ﹤0.01% 543
2025
Q4 		$6.44K Hold
3
– – ﹤0.01% 529
2025
Q3 		$5.37K Sell
3
-3
-50% -$5.91K ﹤0.01% 553
2025
Q2 		$11.7K Buy
6
+3
+100% +$5.44K 0.01% 458
2025
Q1 		$5.56K Hold
3
– – ﹤0.01% 548
2024
Q4 		$6.34K Hold
3
– – 0.01% 552
2024
Q3 		$5.52K Hold
3
– – ﹤0.01% 562
2024
Q2 		$5.05K Hold
3
– – ﹤0.01% 568
2024
Q1 		$4.91K Sell
3
-3
-50% -$4.51K ﹤0.01% 593
2023
Q4 		$8.51K Buy
+6
New +$8.43K 0.01% 512

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Harris Associates
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Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
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VPM
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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return