CIBC World Markets’s First Citizens BancShares FCNCA Stock Holding History

CIBC World Markets’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	$665K	Buy	+310	New	+$584K	﹤0.01%	790
2025 Q2	$765K	Sell	391 -52	-12%	-$94.3K	﹤0.01%	711
2025 Q1	$821K	Sell	443 -14	-3%	-$28.5K	0.01%	765
2024 Q4	$966K	Sell	457 -134	-23%	-$281K	0.01%	618
2024 Q3	$1.09M	Buy	591 +44	+8%	+$84K	0.01%	604
2024 Q2	$921K	Buy	547 +132	+32%	+$221K	0.01%	601
2024 Q1	$679K	Buy	415 +114	+38%	+$171K	﹤0.01%	686
2023 Q4	$427K	Buy	+301	New	+$423K	﹤0.01%	667

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIBC World Markets's FCNCA Position: Q4 2025 in Review

CIBC World Markets opened a new position in First Citizens BancShares (FCNCA) in Q4 2025: 310 shares worth $665K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in FCNCA as recently as Q2 2025.

CIBC World Markets first reported a position in FCNCA in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2024. 651 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

CIBC World Markets held 310 shares of First Citizens BancShares worth $665K as of Q4 2025.
First Citizens BancShares was a new CIBC World Markets position in Q4 2025.
First Citizens BancShares made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #790 holding.
CIBC World Markets first reported a position in First Citizens BancShares in Q4 2023 and has held it in 8 quarters since.
CIBC World Markets's First Citizens BancShares position peaked at $1.09M in Q3 2024.
651 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.