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

Generate 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 Q4	–	Sell	-5,500	Closed	-$9.84M	–	84
2025 Q3	$9.84M	Buy	5,500 +2,135	+63%	+$4.21M	0.5%	59
2025 Q2	$6.58M	Buy	+3,365	New	+$6.1M	0.37%	68
2025 Q1	–	Sell	-4,428	Closed	-$9.36M	–	84
2024 Q4	$9.36M	Sell	4,428 -11,221	-72%	-$23.5M	0.65%	56
2024 Q3	$28.8M	Buy	15,649 +2,746	+21%	+$5.24M	1.92%	15
2024 Q2	$21.7M	Buy	12,903 +1,112	+9%	+$1.86M	1.28%	20
2024 Q1	$19.3M	Buy	+11,791	New	+$17.7M	1.4%	21

Other funds holding FCNCA

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Coatue Management New York $48.6B AUM 94.27% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Generate Investment Management's FCNCA Position: Q4 2025 in Review

Generate Investment Management sold out of First Citizens BancShares (FCNCA) in Q4 2025, closing a stake of 5,500 shares — an estimated $9.84M sold.

Generate Investment Management first reported a position in FCNCA in Q1 2024 and held it in 6 quarters. The position peaked at $28.8M in Q3 2024. 652 funds tracked by Wall St. Rank hold FCNCA as of Q4 2025.

Generate Investment Management reported no remaining First Citizens BancShares position as of Q4 2025 after selling out during the quarter.
Generate Investment Management sold 5,500 First Citizens BancShares shares in Q4 2025, an estimated $9.84M.
Generate Investment Management first reported a position in First Citizens BancShares in Q1 2024 and held it in 6 quarters.
Generate Investment Management's First Citizens BancShares position peaked at $28.8M in Q3 2024.
652 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2025.

Based on Generate Investment Management's 13F filing for Q4 2025, filed 14 Jan 2026.