CIBC Private Wealth Group
FCNCA icon

CIBC Private Wealth Group’s First Citizens BancShares FCNCA Stock Holding History

CIBC Private Wealth 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
Q4 		$762K Buy
355
+82
+30% +$155K ﹤0.01% 761
2025
Q3 		$488K Buy
273
+53
+24% +$104K ﹤0.01% 872
2025
Q2 		$430K Buy
220
+11
+5% +$20K ﹤0.01% 874
2025
Q1 		$326K Buy
209
+40
+24% +$81.5K ﹤0.01% 938
2024
Q4 		$354K Sell
169
-8
-5% -$16.8K ﹤0.01% 967
2024
Q3 		$326K Buy
177
+30
+20% +$57.2K ﹤0.01% 1002
2024
Q2 		$248K Sell
147
-17
-10% -$28.4K ﹤0.01% 1017
2024
Q1 		$264K Buy
+164
New +$247K ﹤0.01% 1019

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CIBC Private Wealth Group's FCNCA Position: Q4 2025 in Review

CIBC Private Wealth Group increased its First Citizens BancShares (FCNCA) stake by 30% in Q4 2025, buying an estimated $155K and bringing the position to 355 shares worth $762K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

CIBC Private Wealth Group first reported a position in FCNCA in Q1 2024 and has held it in 8 quarters since. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • CIBC Private Wealth Group held 355 shares of First Citizens BancShares worth $762K as of Q4 2025.
  • CIBC Private Wealth Group bought 82 First Citizens BancShares shares in Q4 2025, an estimated $155K.
  • First Citizens BancShares made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #761 holding.
  • CIBC Private Wealth Group first reported a position in First Citizens BancShares in Q1 2024 and has held it in 8 quarters since.
  • 652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.