GeoWealth Management’s First Citizens BancShares FCNCA Stock Holding History

GeoWealth 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 Q3	–	Sell	-73	Closed	-$143K	–	912
2025 Q2	$143K	Hold	73	–	–	0.01%	735
2025 Q1	$135K	Sell	73 -50	-41%	-$102K	0.01%	735
2024 Q4	$260K	Buy	123 +45	+58%	+$94.3K	0.01%	667
2024 Q3	$144K	Sell	78 -2	-3%	-$3.82K	0.01%	805
2024 Q2	$135K	Buy	80 +15	+23%	+$25.1K	0.01%	752
2024 Q1	$106K	Buy	65 +15	+30%	+$22.6K	﹤0.01%	768
2023 Q4	$71K	Buy	50 +6	+14%	+$8.43K	0.01%	608
2023 Q3	$61K	Sell	44 -2	-4%	-$2.75K	0.01%	378
2023 Q2	$59K	Buy	+46	New	+$53.2K	0.01%	326

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 $3.38T AUM 44.17% 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

GeoWealth Management's FCNCA Position: Q3 2025 in Review

GeoWealth Management sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 73 shares — an estimated $143K sold.

GeoWealth Management first reported a position in FCNCA in Q2 2023 and held it in 9 quarters. The position peaked at $260K in Q4 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

GeoWealth Management reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
GeoWealth Management sold 73 First Citizens BancShares shares in Q3 2025, an estimated $143K.
GeoWealth Management first reported a position in First Citizens BancShares in Q2 2023 and held it in 9 quarters.
GeoWealth Management's First Citizens BancShares position peaked at $260K in Q4 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.