Edgestream Partners’s First Citizens BancShares FCNCA Stock Holding History

Edgestream Partners’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	-463	Closed	-$858K	–	906
2025 Q1	$858K	Buy	+463	New	+$943K	0.03%	629
2024 Q4	–	Sell	-1,275	Closed	-$2.35M	–	930
2024 Q3	$2.35M	Buy	1,275 +944	+285%	+$1.8M	0.1%	354
2024 Q2	$557K	Buy	+331	New	+$554K	0.03%	650
2024 Q1	–	Sell	-1,574	Closed	-$2.23M	–	876
2023 Q4	$2.23M	Buy	1,574 +792	+101%	+$1.11M	0.16%	213
2023 Q3	$1.08M	Sell	782 -722	-48%	-$992K	0.09%	376
2023 Q2	$1.93M	Buy	+1,504	New	+$1.74M	0.17%	196

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Edgestream Partners's FCNCA Position: Q2 2025 in Review

Edgestream Partners sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 463 shares — an estimated $858K sold.

Edgestream Partners first reported a position in FCNCA in Q2 2023 and held it in 6 quarters. The position peaked at $2.35M in Q3 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Edgestream Partners reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
Edgestream Partners sold 463 First Citizens BancShares shares in Q2 2025, an estimated $858K.
Edgestream Partners first reported a position in First Citizens BancShares in Q2 2023 and held it in 6 quarters.
Edgestream Partners's First Citizens BancShares position peaked at $2.35M in Q3 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.