Family Management’s First Citizens BancShares FCNCA Stock Holding History

Family 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	-1,947	Closed	-$3.48M	–	296
2025 Q3	$3.48M	Buy	1,947 +39	+2%	+$76.9K	0.48%	57
2025 Q2	$3.73M	Buy	1,908 +52	+3%	+$94.3K	0.57%	49
2025 Q1	$3.44M	Buy	+1,856	New	+$3.78M	0.57%	46
2022 Q2	–	Sell	-6,361	Closed	-$4.23M	–	182
2022 Q1	$4.23M	Sell	6,361 -83	-1%	-$64.6K	1.17%	24
2021 Q4	$5.35M	Buy	6,444 +83	+1%	+$69.2K	1.39%	21
2021 Q3	$5.36M	Buy	6,361 +61	+1%	+$50.7K	1.48%	21
2021 Q2	$5.25M	Buy	6,300 +33	+0.5%	+$28.1K	1.39%	22
2021 Q1	$5.24M	Sell	6,267 -1,030	-14%	-$746K	1.65%	19
2020 Q4	$4.19M	Buy	+7,297	New	+$3.68M	1.44%	22

Other funds holding FCNCA

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return