Cerity Partners
FCNCA icon

Cerity Partners’s First Citizens BancShares FCNCA Stock Holding History

Cerity Partners’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 		$3.75M Buy
1,989
+85
+4% +$171K 0.01% 1153
2025
Q4 		$4.11M Sell
1,904
-19
-1% -$35.8K 0.01% 1018
2025
Q3 		$3.34M Buy
1,923
+2
+0.1% +$3.94K 0.01% 1052
2025
Q2 		$3.9M Buy
1,921
+698
+57% +$1.27M 0.01% 921
2025
Q1 		$2.27M Sell
1,223
-51
-4% -$104K ﹤0.01% 1058
2024
Q4 		$2.63M Sell
1,274
-16
-1% -$33.5K 0.01% 982
2024
Q3 		$2.38M Buy
1,290
+327
+34% +$624K 0.01% 1014
2024
Q2 		$1.62M Sell
963
-142
-13% -$238K ﹤0.01% 1009
2024
Q1 		$1.81M Buy
1,105
+283
+34% +$426K ﹤0.01% 1015
2023
Q4 		$1.17M Buy
822
+122
+17% +$171K ﹤0.01% 929
2023
Q3 		$966K Sell
700
-62
-8% -$85.2K ﹤0.01% 767
2023
Q2 		$978K Buy
762
+11
+1% +$12.7K ﹤0.01% 930
2023
Q1 		$748K Sell
751
-63
-8% -$46.8K ﹤0.01% 1110
2022
Q4 		$618K Buy
814
+71
+10% +$57.2K ﹤0.01% 849
2022
Q3 		$593K Buy
743
+10
+1% +$7.81K 0.01% 652
2022
Q2 		$480K Buy
+733
New +$478K 0.01% 760

Other funds holding FCNCA

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Harris Associates
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Dodge & Cox
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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