Cook Wealth’s First Citizens BancShares FCNCA Stock Holding History

Cook Wealth’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	-698	Closed	-$1.24M	–	18
2025 Q1	$1.24M	Sell	698 -2	-0.3%	-$4.07K	0.6%	21
2024 Q4	$1.55M	Sell	700 -6	-0.8%	-$12.6K	0.73%	19
2024 Q3	$1.39M	Sell	706 -60	-8%	-$114K	0.7%	21
2024 Q2	$1.57M	Sell	766 -58	-7%	-$97K	0.85%	19
2024 Q1	$1.41M	Sell	824 -12	-1%	-$18K	0.85%	17
2023 Q4	$1.19M	Sell	836 -45	-5%	-$63.2K	0.75%	17
2023 Q3	$1.25M	Sell	881 -14	-2%	-$19.2K	0.96%	15
2023 Q2	$1.27M	Hold	895	–	–	0.98%	11
2023 Q1	$894K	Sell	895 -34	-4%	-$25.3K	0.76%	10
2022 Q4	$705K	Hold	929	–	–	0.68%	12
2022 Q3	$734K	Sell	929 -17	-2%	-$13.3K	0.8%	13
2022 Q2	$749K	Hold	946	–	–	0.77%	12
2022 Q1	$626K	Sell	946 -152	-14%	-$118K	0.66%	14
2021 Q4	$864K	Buy	+1,098	New	+$915K	0.89%	9

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 $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Cook Wealth's FCNCA Position: Q2 2025 in Review

Cook Wealth sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 698 shares — an estimated $1.24M sold.

Cook Wealth first reported a position in FCNCA in Q4 2021 and held it in 14 quarters. The position peaked at $1.57M in Q2 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Cook Wealth reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
Cook Wealth sold 698 First Citizens BancShares shares in Q2 2025, an estimated $1.24M.
Cook Wealth first reported a position in First Citizens BancShares in Q4 2021 and held it in 14 quarters.
Cook Wealth's First Citizens BancShares position peaked at $1.57M in Q2 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

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