EWM
FCNCA icon

Empirical Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Empirical Wealth Management’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
Q4 		– Sell
-244
Closed -$437K – 925
2025
Q3 		$437K Sell
244
-1,972
-89% -$3.89M 0.01% 509
2025
Q2 		$4.34M Buy
2,216
+127
+6% +$230K 0.1% 138
2025
Q1 		$3.87M Buy
+2,089
New +$4.25M 0.1% 149

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Empirical Wealth Management's FCNCA Position: Q4 2025 in Review

Empirical Wealth Management sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 244 shares — an estimated $437K sold.

Empirical Wealth Management first reported a position in FCNCA in Q1 2025 and held it in 3 quarters. The position peaked at $4.34M in Q2 2025. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

  • Empirical Wealth Management reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
  • Empirical Wealth Management sold 244 First Citizens BancShares shares in Q4 2025, an estimated $437K.
  • Empirical Wealth Management first reported a position in First Citizens BancShares in Q1 2025 and held it in 3 quarters.
  • Empirical Wealth Management's First Citizens BancShares position peaked at $4.34M in Q2 2025.
  • 652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Empirical Wealth Management's 13F filing for Q4 2025, filed 16 Jan 2026.