FCBT
IBKR icon

First Citizens Bank & Trust’s Interactive Brokers IBKR Stock Holding History

First Citizens Bank & Trust’s Portfolio IBKR Stock Details IBKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-29,752
Closed -$2.05M – 657
2025
Q3 		$2.05M Sell
29,752
-4,318
-13% -$272K 0.04% 188
2025
Q2 		$1.89M Buy
34,070
+23,894
+235% +$1.13M 0.03% 197
2025
Q1 		$421K Buy
10,176
+616
+6% +$30.5K 0.01% 332
2024
Q4 		$422K Buy
9,560
+1,532
+19% +$64.5K 0.01% 335
2024
Q3 		$280K Buy
8,028
+428
+6% +$13.3K 0.01% 381
2024
Q2 		$233K Buy
+7,600
New +$227K ﹤0.01% 405
2022
Q3 		– Sell
-18,464
Closed -$254K – 348
2022
Q2 		$254K Buy
18,464
+52
+0.3% +$772 0.01% 323
2022
Q1 		$303K Sell
18,412
-3,220
-15% -$55.4K 0.01% 307
2021
Q4 		$430K Buy
21,632
+4,676
+28% +$87K 0.02% 243
2021
Q3 		$264K Buy
16,956
+128
+0.8% +$2.02K 0.01% 329
2021
Q2 		$277K Sell
16,828
-3,956
-19% -$68.4K 0.01% 315
2021
Q1 		$380K Buy
+20,784
New +$374K 0.02% 239
2019
Q3 		– Sell
-30,432
Closed -$412K – 397
2019
Q2 		$412K Sell
30,432
-24
-0.1% -$325 0.04% 301
2019
Q1 		$395K Buy
30,456
+8,604
+39% +$113K 0.04% 308
2018
Q4 		$299K Buy
21,852
+8
+0% +$107 0.04% 289
2018
Q3 		$302K Buy
+21,844
New +$331K 0.03% 332

Other funds holding IBKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.75B AUM 36.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

First Citizens Bank & Trust's IBKR Position: Q4 2025 in Review

First Citizens Bank & Trust sold out of Interactive Brokers (IBKR) in Q4 2025, closing a stake of 29,752 shares — an estimated $2.05M sold.

First Citizens Bank & Trust first reported a position in IBKR in Q3 2018 and held it in 16 quarters. The position peaked at $2.05M in Q3 2025. 979 funds tracked by Wall St. Rank hold IBKR as of Q4 2025.

  • First Citizens Bank & Trust reported no remaining Interactive Brokers position as of Q4 2025 after selling out during the quarter.
  • First Citizens Bank & Trust sold 29,752 Interactive Brokers shares in Q4 2025, an estimated $2.05M.
  • First Citizens Bank & Trust first reported a position in Interactive Brokers in Q3 2018 and held it in 16 quarters.
  • First Citizens Bank & Trust's Interactive Brokers position peaked at $2.05M in Q3 2025.
  • 979 funds tracked by Wall St. Rank held Interactive Brokers as of Q4 2025.

Based on First Citizens Bank & Trust's 13F filing for Q4 2025, filed 18 Feb 2026.