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Diversified Trust’s First Citizens BancShares FCNCA Stock Holding History

Diversified Trust’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
2026
Q1 		$1.71M Sell
908
-31
-3% -$62.2K 0.03% 290
2025
Q4 		$2.02M Sell
939
-4
-0.4% -$7.54K 0.04% 261
2025
Q3 		$1.69M Sell
943
-2
-0.2% -$3.94K 0.03% 288
2025
Q2 		$1.85M Sell
945
-32
-3% -$58.1K 0.04% 250
2025
Q1 		$1.81M Sell
977
-125
-11% -$255K 0.04% 230
2024
Q4 		$2.33M Sell
1,102
-27
-2% -$56.6K 0.06% 198
2024
Q3 		$2.08M Sell
1,129
-33
-3% -$63K 0.05% 223
2024
Q2 		$1.96M Buy
1,162
+78
+7% +$130K 0.06% 209
2024
Q1 		$1.77M Sell
1,084
-107
-9% -$161K 0.05% 211
2023
Q4 		$1.69M Buy
+1,191
New +$1.67M 0.06% 197

Other funds holding FCNCA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return