CCA
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Covey Capital Advisors’s First Citizens BancShares FCNCA Stock Holding History

Covey Capital Advisors’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 		$1.93M Buy
985
+670
+213% +$1.22M 2.07% 15
2025
Q1 		$584K Hold
315
– – 0.67% 29
2024
Q4 		$666K Sell
315
-28
-8% -$58.7K 0.76% 28
2024
Q3 		$631K Sell
343
-51
-13% -$97.3K 0.7% 29
2024
Q2 		$663K Buy
+394
New +$659K 0.77% 24

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Covey Capital Advisors's FCNCA Position: Q2 2025 in Review

Covey Capital Advisors increased its First Citizens BancShares (FCNCA) stake by 213% in Q2 2025, buying an estimated $1.22M and bringing the position to 985 shares worth $1.93M. The position accounts for 2.07% of the portfolio, ranked #15.

Covey Capital Advisors first reported a position in FCNCA in Q2 2024 and has held it in 5 quarters since. 602 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • Covey Capital Advisors held 985 shares of First Citizens BancShares worth $1.93M as of Q2 2025.
  • Covey Capital Advisors bought 670 First Citizens BancShares shares in Q2 2025, an estimated $1.22M.
  • First Citizens BancShares made up 2.07% of Covey Capital Advisors's portfolio in Q2 2025, its #15 holding.
  • Covey Capital Advisors first reported a position in First Citizens BancShares in Q2 2024 and has held it in 5 quarters since.
  • 602 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Covey Capital Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.