Estate Counselors’s First Citizens BancShares FCNCA Stock Holding History

Estate Counselors’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 Q1	–	Sell	-960	Closed	-$2.03M	–	101
2024 Q4	$2.03M	Sell	960 -25	-3%	-$52.4K	0.22%	56
2024 Q3	$1.81M	Buy	985 +25	+3%	+$47.7K	0.19%	53
2024 Q2	$1.62M	Hold	960	–	–	0.18%	59
2024 Q1	$1.57M	Hold	960	–	–	0.18%	68
2023 Q4	$1.36M	Hold	960	–	–	0.17%	83
2023 Q3	$1.32M	Sell	960 -5	-0.5%	-$6.87K	0.18%	77
2023 Q2	$1.24M	Sell	965 -705	-42%	-$816K	0.16%	94
2023 Q1	$1.63M	Buy	+1,670	New	+$1.24M	0.21%	50

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Estate Counselors's FCNCA Position: Q1 2025 in Review

Estate Counselors sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 960 shares — an estimated $2.03M sold.

Estate Counselors first reported a position in FCNCA in Q1 2023 and held it in 8 quarters. The position peaked at $2.03M in Q4 2024. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Estate Counselors reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Estate Counselors sold 960 First Citizens BancShares shares in Q1 2025, an estimated $2.03M.
Estate Counselors first reported a position in First Citizens BancShares in Q1 2023 and held it in 8 quarters.
Estate Counselors's First Citizens BancShares position peaked at $2.03M in Q4 2024.
612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Estate Counselors's 13F filing for Q1 2025, filed 14 May 2025.