Fundsmith Investment Services’s First Citizens BancShares FCNCA Stock Holding History

Fundsmith Investment Services’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 Q3	–	Sell	-10,369	Closed	-$20.3M	–	24
2025 Q2	$20.3M	Hold	10,369	–	–	0.27%	20
2025 Q1	$19.2M	Hold	10,369	–	–	0.27%	21
2024 Q4	$21.9M	Hold	10,369	–	–	0.29%	22
2024 Q3	$19.1M	Hold	10,369	–	–	0.24%	23
2024 Q2	$17.5M	Buy	10,369 +3,073	+42%	+$5.14M	0.23%	24
2024 Q1	$11.9M	Hold	7,296	–	–	0.16%	25
2023 Q4	$10.4M	Hold	7,296	–	–	0.15%	24
2023 Q3	$10.1M	Buy	7,296 +2,281	+45%	+$3.13M	0.16%	24
2023 Q2	$6.44M	Buy	+5,015	New	+$5.8M	0.09%	26

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fundsmith Investment Services's FCNCA Position: Q3 2025 in Review

Fundsmith Investment Services sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 10,369 shares — an estimated $20.3M sold.

Fundsmith Investment Services first reported a position in FCNCA in Q2 2023 and held it in 9 quarters. The position peaked at $21.9M in Q4 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

Fundsmith Investment Services reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
Fundsmith Investment Services sold 10,369 First Citizens BancShares shares in Q3 2025, an estimated $20.3M.
Fundsmith Investment Services first reported a position in First Citizens BancShares in Q2 2023 and held it in 9 quarters.
Fundsmith Investment Services's First Citizens BancShares position peaked at $21.9M in Q4 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Fundsmith Investment Services's 13F filing for Q3 2025, filed 14 Nov 2025.