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Financial Life Planners’s First Citizens BancShares FCNCA Stock Holding History

Financial Life Planners’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
-16
Closed -$33.1K – 187
2024
Q4 		$33.1K Buy
+16
New +$33.5K 0.03% 157

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Financial Life Planners's FCNCA Position: Q1 2025 in Review

Financial Life Planners sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 16 shares — an estimated $33.1K sold.

Financial Life Planners first reported a position in FCNCA in Q4 2024 and held it in 1 quarter. The position peaked at $33.1K in Q4 2024. 613 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

  • Financial Life Planners reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
  • Financial Life Planners sold 16 First Citizens BancShares shares in Q1 2025, an estimated $33.1K.
  • Financial Life Planners first reported a position in First Citizens BancShares in Q4 2024 and held it in 1 quarter.
  • Financial Life Planners's First Citizens BancShares position peaked at $33.1K in Q4 2024.
  • 613 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Financial Life Planners's 13F filing for Q1 2025, filed 23 Apr 2025.