Concourse Financial Group Securities’s First Citizens BancShares FCNCA Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-32	Closed	-$71K	–	679
2024 Q4	$71K	Buy	32 +3	+10%	+$6.29K	﹤0.01%	1061
2024 Q3	$53.4K	Buy	29 +2	+7%	+$3.82K	﹤0.01%	1160
2024 Q2	$45.5K	Sell	27 -14	-34%	-$23.4K	﹤0.01%	1208
2024 Q1	$67K	Buy	41 +13	+46%	+$19.6K	﹤0.01%	1067
2023 Q4	$39.7K	Buy	28 +9	+47%	+$12.6K	﹤0.01%	1219
2023 Q3	$26.2K	Sell	19 -2	-10%	-$2.75K	﹤0.01%	1355
2023 Q2	$27K	Hold	21	–	–	﹤0.01%	1346
2023 Q1	$20.4K	Buy	21 +11	+110%	+$8.17K	﹤0.01%	1455
2022 Q4	$7.58K	Sell	10 -1	-9%	-$805	﹤0.01%	1741
2022 Q3	$9K	Sell	11 -3	-21%	-$2.34K	﹤0.01%	1504
2022 Q2	$9K	Sell	14 -4	-22%	-$2.61K	﹤0.01%	1683
2022 Q1	$12K	Buy	+18	New	+$14K	﹤0.01%	1632

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 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

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

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

Coatue Management New York $29.1B AUM 96.54% 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

Concourse Financial Group Securities's FCNCA Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 32 shares — an estimated $71K sold.

Concourse Financial Group Securities first reported a position in FCNCA in Q1 2022 and held it in 12 quarters. The position peaked at $71K in Q4 2024. 611 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Concourse Financial Group Securities reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 32 First Citizens BancShares shares in Q1 2025, an estimated $71K.
Concourse Financial Group Securities first reported a position in First Citizens BancShares in Q1 2022 and held it in 12 quarters.
Concourse Financial Group Securities's First Citizens BancShares position peaked at $71K in Q4 2024.
611 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.