Carolinas Wealth Consulting’s First Citizens BancShares FCNCA Stock Holding History

Carolinas Wealth Consulting’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	-248	Closed	-$460K	–	310
2025 Q1	$460K	Sell	248 -1	-0.4%	-$2.04K	0.1%	110
2024 Q4	$524K	Buy	249 +233	+1,456%	+$488K	0.1%	102
2024 Q3	$27.7K	Sell	16 -1	-6%	-$1.91K	0.01%	438
2024 Q2	$27K	Hold	17	–	–	0.01%	445
2024 Q1	$27.8K	Hold	17	–	–	0.01%	449
2023 Q4	$24.2K	Buy	17 +7	+70%	+$9.83K	0.01%	423
2023 Q3	$13.8K	Hold	10	–	–	﹤0.01%	481
2023 Q2	$12.8K	Buy	+10	New	+$11.6K	﹤0.01%	558

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 $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Carolinas Wealth Consulting's FCNCA Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 248 shares — an estimated $460K sold.

Carolinas Wealth Consulting first reported a position in FCNCA in Q2 2023 and held it in 8 quarters. The position peaked at $524K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Carolinas Wealth Consulting reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 248 First Citizens BancShares shares in Q2 2025, an estimated $460K.
Carolinas Wealth Consulting first reported a position in First Citizens BancShares in Q2 2023 and held it in 8 quarters.
Carolinas Wealth Consulting's First Citizens BancShares position peaked at $524K in Q4 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.