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	0.56%	49
2025 Q1	$3.44M	Buy	+1,856	New	+$3.78M	0.56%	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 $6.73T AUM 46.02% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Family Management's FCNCA Position: Q4 2025 in Review

Family Management sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 1,947 shares — an estimated $3.48M sold.

Family Management first reported a position in FCNCA in Q4 2020 and held it in 9 quarters. The position peaked at $5.36M in Q3 2021. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

Family Management reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
Family Management sold 1,947 First Citizens BancShares shares in Q4 2025, an estimated $3.48M.
Family Management first reported a position in First Citizens BancShares in Q4 2020 and held it in 9 quarters.
Family Management's First Citizens BancShares position peaked at $5.36M in Q3 2021.
652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Family Management's 13F filing for Q4 2025, filed 17 Feb 2026.