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Creekmur Asset Management’s First Citizens BancShares FCNCA Stock Holding History

Creekmur Asset Management’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
Q3 		$35.8K Hold
20
– – 0.01% 375
2025
Q2 		$39.1K Buy
+20
New +$36.3K 0.01% 369

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Creekmur Asset Management's FCNCA Position: Q3 2025 in Review

Creekmur Asset Management held its First Citizens BancShares (FCNCA) position steady in Q3 2025 at 20 shares worth $35.8K. The position accounts for 0.01% of the portfolio, ranked #375.

Creekmur Asset Management first reported a position in FCNCA in Q2 2025 and has held it in 2 quarters since. The position peaked at $39.1K in Q2 2025. 621 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

  • Creekmur Asset Management held 20 shares of First Citizens BancShares worth $35.8K as of Q3 2025.
  • Creekmur Asset Management left its First Citizens BancShares share count unchanged in Q3 2025.
  • First Citizens BancShares made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #375 holding.
  • Creekmur Asset Management first reported a position in First Citizens BancShares in Q2 2025 and has held it in 2 quarters since.
  • Creekmur Asset Management's First Citizens BancShares position peaked at $39.1K in Q2 2025.
  • 621 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.