Capstone Investment Advisors
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Capstone Investment Advisors’s First Citizens BancShares FCNCA Stock Holding History

Capstone Investment Advisors’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
Q3 		– Sell
-179
Closed -$350K – 1949
2025
Q2 		$350K Sell
179
-2,840
-94% -$5.15M ﹤0.01% 1318
2025
Q1 		$5.6M Buy
3,019
+2,922
+3,012% +$5.95M 0.01% 421
2024
Q4 		$205K Buy
+97
New +$203K ﹤0.01% 1589
2024
Q3 		– Sell
-208
Closed -$350K – 2006
2024
Q2 		$350K Sell
208
-152
-42% -$254K ﹤0.01% 1503
2024
Q1 		$589K Buy
360
+65
+22% +$97.8K ﹤0.01% 1468
2023
Q4 		$419K Sell
295
-12
-4% -$16.9K ﹤0.01% 1424
2023
Q3 		$424K Buy
+307
New +$422K ﹤0.01% 1409
2022
Q2 		– Sell
-310
Closed -$206K – 1926
2022
Q1 		$206K Buy
+310
New +$241K ﹤0.01% 1708

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capstone Investment Advisors's FCNCA Position: Q3 2025 in Review

Capstone Investment Advisors sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 179 shares — an estimated $350K sold.

Capstone Investment Advisors first reported a position in FCNCA in Q1 2022 and held it in 8 quarters. The position peaked at $5.6M in Q1 2025. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

  • Capstone Investment Advisors reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 179 First Citizens BancShares shares in Q3 2025, an estimated $350K.
  • Capstone Investment Advisors first reported a position in First Citizens BancShares in Q1 2022 and held it in 8 quarters.
  • Capstone Investment Advisors's First Citizens BancShares position peaked at $5.6M in Q1 2025.
  • 622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Capstone Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.