Emerald Mutual Fund Advisers Trust’s First Citizens BancShares FCNCA Stock Holding History

Emerald Mutual Fund Advisers 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
2025 Q2	–	Sell	-250	Closed	-$464K	–	217
2025 Q1	$464K	Hold	250	–	–	0.03%	160
2024 Q4	$528K	Sell	250 -736	-75%	-$1.54M	0.03%	159
2024 Q3	$1.82M	Buy	986 +48	+5%	+$91.6K	0.09%	126
2024 Q2	$1.58M	Hold	938	–	–	0.08%	128
2024 Q1	$1.53M	Hold	938	–	–	0.08%	128
2023 Q4	$1.33M	Hold	938	–	–	0.07%	140
2023 Q3	$1.29M	Hold	938	–	–	0.08%	127
2023 Q2	$1.2M	Buy	938 +156	+20%	+$180K	0.07%	132
2023 Q1	$761K	Buy	+782	New	+$581K	0.05%	138

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

Emerald Mutual Fund Advisers Trust's FCNCA Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 250 shares — an estimated $464K sold.

Emerald Mutual Fund Advisers Trust first reported a position in FCNCA in Q1 2023 and held it in 9 quarters. The position peaked at $1.82M in Q3 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

Emerald Mutual Fund Advisers Trust reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 250 First Citizens BancShares shares in Q2 2025, an estimated $464K.
Emerald Mutual Fund Advisers Trust first reported a position in First Citizens BancShares in Q1 2023 and held it in 9 quarters.
Emerald Mutual Fund Advisers Trust's First Citizens BancShares position peaked at $1.82M in Q3 2024.
603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.