CA
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Crewe Advisors’s First Citizens BancShares FCNCA Stock Holding History

Crewe 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 		– Sell
-1
Closed -$1.85K – 776
2025
Q1 		$1.85K Buy
+1
New +$2.04K ﹤0.01% 547
2022
Q4 		– Sell
-10
Closed -$8K – 1110
2022
Q3 		$8K Hold
10
– – ﹤0.01% 723
2022
Q2 		$7K Buy
+10
New +$6.52K ﹤0.01% 684

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Crewe Advisors's FCNCA Position: Q2 2025 in Review

Crewe Advisors sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 1 share — an estimated $1.85K sold.

Crewe Advisors first reported a position in FCNCA in Q2 2022 and held it in 3 quarters. The position peaked at $8K in Q3 2022. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • Crewe Advisors reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
  • Crewe Advisors sold 1 First Citizens BancShares share in Q2 2025, an estimated $1.85K.
  • Crewe Advisors first reported a position in First Citizens BancShares in Q2 2022 and held it in 3 quarters.
  • Crewe Advisors's First Citizens BancShares position peaked at $8K in Q3 2022.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Crewe Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.