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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
BlackRock New York $5.7T AUM 30.48% 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 $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return