DiNuzzo Private Wealth’s First Citizens BancShares FCNCA Stock Holding History

DiNuzzo Private 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 Q3	–	Sell	-1	Closed	-$1.96K	–	1381
2025 Q2	$1.96K	Buy	+1	New	+$1.81K	﹤0.01%	623
2025 Q1	–	Sell	-2	Closed	-$4.23K	–	1394
2024 Q4	$4.23K	Hold	2	–	–	﹤0.01%	387
2024 Q3	$3.68K	Buy	2 +1	+100%	+$1.91K	﹤0.01%	428
2024 Q2	$1.68K	Sell	1 -2	-67%	-$3.35K	﹤0.01%	582
2024 Q1	$4.91K	Buy	3 +1	+50%	+$1.5K	﹤0.01%	257
2023 Q4	$2.84K	Buy	+2	New	+$2.81K	﹤0.01%	334

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

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

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

DiNuzzo Private Wealth's FCNCA Position: Q3 2025 in Review

DiNuzzo Private Wealth sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 1 share — an estimated $1.96K sold.

DiNuzzo Private Wealth first reported a position in FCNCA in Q4 2023 and held it in 6 quarters. The position peaked at $4.91K in Q1 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

DiNuzzo Private Wealth reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
DiNuzzo Private Wealth sold 1 First Citizens BancShares share in Q3 2025, an estimated $1.96K.
DiNuzzo Private Wealth first reported a position in First Citizens BancShares in Q4 2023 and held it in 6 quarters.
DiNuzzo Private Wealth's First Citizens BancShares position peaked at $4.91K in Q1 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2025, filed 14 Oct 2025.