Forum Financial Management’s First Citizens BancShares FCNCA Stock Holding History

Forum Financial 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
2026 Q1	–	Sell	-323	Closed	-$694K	–	567
2025 Q4	$694K	Sell	323 -49	-13%	-$92.4K	0.01%	348
2025 Q3	$666K	Buy	372 +48	+15%	+$94.6K	0.01%	350
2025 Q2	$635K	Buy	324 +1	+0.3%	+$1.81K	0.01%	331
2025 Q1	$599K	Hold	323	–	–	0.01%	308
2024 Q4	$683K	Buy	323 +3	+0.9%	+$6.29K	0.01%	290
2024 Q3	$589K	Sell	320 -1	-0.3%	-$1.91K	0.01%	284
2024 Q2	$540K	Buy	321 +1	+0.3%	+$1.67K	0.01%	285
2024 Q1	$523K	Hold	320	–	–	0.01%	309
2023 Q4	$454K	Hold	320	–	–	0.01%	315
2023 Q3	$442K	Hold	320	–	–	0.01%	313
2023 Q2	$411K	Hold	320	–	–	0.01%	337
2023 Q1	$311K	Hold	320	–	–	0.01%	393
2022 Q4	$243K	Hold	320	–	–	0.01%	470
2022 Q3	$255K	Hold	320	–	–	0.01%	401
2022 Q2	$209K	Hold	320	–	–	0.01%	508
2022 Q1	$212K	Buy	320 +62	+24%	+$48.3K	0.01%	544
2021 Q4	$214K	Buy	+258	New	+$215K	0.01%	585

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

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

Forum Financial Management's FCNCA Position: Q1 2026 in Review

Forum Financial Management sold out of First Citizens BancShares (FCNCA) in Q1 2026, closing a stake of 323 shares — an estimated $694K sold.

Forum Financial Management first reported a position in FCNCA in Q4 2021 and held it in 17 quarters. The position peaked at $694K in Q4 2025. 604 funds tracked by Wall St. Rank hold FCNCA as of Q1 2026.

Forum Financial Management reported no remaining First Citizens BancShares position as of Q1 2026 after selling out during the quarter.
Forum Financial Management sold 323 First Citizens BancShares shares in Q1 2026, an estimated $694K.
Forum Financial Management first reported a position in First Citizens BancShares in Q4 2021 and held it in 17 quarters.
Forum Financial Management's First Citizens BancShares position peaked at $694K in Q4 2025.
604 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.