Forvis Mazars Wealth Advisors’s First Citizens BancShares FCNCA Stock Holding History

Forvis Mazars Wealth Advisors’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	-708	Closed	-$1.5M	–	404
2024 Q4	$1.5M	Hold	708	–	–	0.03%	182
2024 Q3	$1.3M	Hold	708	–	–	0.03%	198
2024 Q2	$1.19M	Hold	708	–	–	0.03%	199
2024 Q1	$1.16M	Sell	708 -426	-38%	-$641K	0.03%	202
2023 Q4	$1.61M	Hold	1,134	–	–	0.04%	171
2023 Q3	$1.56M	Buy	1,134 +427	+60%	+$587K	0.05%	169
2023 Q2	$908K	Buy	+707	New	+$818K	0.03%	228
2022 Q4	–	Sell	-1,133	Closed	-$904K	–	392
2022 Q3	$904K	Hold	1,133	–	–	0.04%	198
2022 Q2	$741K	Buy	+1,133	New	+$739K	0.03%	216

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Forvis Mazars Wealth Advisors's FCNCA Position: Q1 2025 in Review

Forvis Mazars Wealth Advisors sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 708 shares — an estimated $1.5M sold.

Forvis Mazars Wealth Advisors first reported a position in FCNCA in Q2 2022 and held it in 9 quarters. The position peaked at $1.61M in Q4 2023. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Forvis Mazars Wealth Advisors reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 708 First Citizens BancShares shares in Q1 2025, an estimated $1.5M.
Forvis Mazars Wealth Advisors first reported a position in First Citizens BancShares in Q2 2022 and held it in 9 quarters.
Forvis Mazars Wealth Advisors's First Citizens BancShares position peaked at $1.61M in Q4 2023.
612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.