Freestone Grove Partners’s First Citizens BancShares FCNCA Stock Holding History

Freestone Grove Partners’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 Q4	–	Sell	-486	Closed	-$870K	–	796
2025 Q3	$870K	Buy	+486	New	+$958K	0.01%	453
2025 Q1	–	Sell	-8,008	Closed	-$16.9M	–	654
2024 Q4	$16.9M	Buy	+8,008	New	+$16.8M	0.21%	153

Other funds holding FCNCA

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

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

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

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

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

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freestone Grove Partners's FCNCA Position: Q4 2025 in Review

Freestone Grove Partners sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 486 shares — an estimated $870K sold.

Freestone Grove Partners first reported a position in FCNCA in Q4 2024 and held it in 2 quarters. The position peaked at $16.9M in Q4 2024. 651 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

Freestone Grove Partners reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
Freestone Grove Partners sold 486 First Citizens BancShares shares in Q4 2025, an estimated $870K.
Freestone Grove Partners first reported a position in First Citizens BancShares in Q4 2024 and held it in 2 quarters.
Freestone Grove Partners's First Citizens BancShares position peaked at $16.9M in Q4 2024.
651 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Freestone Grove Partners's 13F filing for Q4 2025, filed 17 Feb 2026.