Freedom Investment Management’s First Citizens BancShares FCNCA Stock Holding History

Freedom Investment 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
2025 Q1	–	Sell	-168	Closed	-$355K	–	764
2024 Q4	$355K	Buy	168 +18	+12%	+$37.7K	0.03%	540
2024 Q3	$275K	Sell	150 -31	-17%	-$59.2K	0.02%	626
2024 Q2	$304K	Sell	181 -11	-6%	-$18.4K	0.02%	591
2024 Q1	$315K	Sell	192 -13	-6%	-$19.6K	0.03%	585
2023 Q4	$291K	Sell	205 -21	-9%	-$29.5K	0.02%	603
2023 Q3	$312K	Buy	+226	New	+$311K	0.04%	485

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Freedom Investment Management's FCNCA Position: Q1 2025 in Review

Freedom Investment Management sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 168 shares — an estimated $355K sold.

Freedom Investment Management first reported a position in FCNCA in Q3 2023 and held it in 6 quarters. The position peaked at $355K in Q4 2024. 610 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Freedom Investment Management reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Freedom Investment Management sold 168 First Citizens BancShares shares in Q1 2025, an estimated $355K.
Freedom Investment Management first reported a position in First Citizens BancShares in Q3 2023 and held it in 6 quarters.
Freedom Investment Management's First Citizens BancShares position peaked at $355K in Q4 2024.
610 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Freedom Investment Management's 13F filing for Q1 2025, filed 14 May 2025.