Gladstone Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Gladstone Capital 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	-4,380	Closed	-$9.26M	–	30
2024 Q4	$9.26M	Sell	4,380 -17,734	-80%	-$37.2M	0.77%	17
2024 Q3	$40.7M	Sell	22,114 -349	-2%	-$666K	3.43%	12
2024 Q2	$37.8M	Sell	22,463 -753	-3%	-$1.26M	3.34%	11
2024 Q1	$38M	Sell	23,216 -3,104	-12%	-$4.67M	3.76%	10
2023 Q4	$37.3M	Buy	26,320 +211	+0.8%	+$296K	4.38%	9
2023 Q3	$36M	Sell	26,109 -8,575	-25%	-$11.8M	3.68%	12
2023 Q2	$44.5M	Buy	34,684 +5,400	+18%	+$6.25M	4.91%	10
2023 Q1	$28.5M	Buy	+29,284	New	+$21.7M	3.62%	10

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Gladstone Capital Management's FCNCA Position: Q1 2025 in Review

Gladstone Capital Management sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 4,380 shares — an estimated $9.26M sold.

Gladstone Capital Management first reported a position in FCNCA in Q1 2023 and held it in 8 quarters. The position peaked at $44.5M in Q2 2023. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Gladstone Capital Management reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Gladstone Capital Management sold 4,380 First Citizens BancShares shares in Q1 2025, an estimated $9.26M.
Gladstone Capital Management first reported a position in First Citizens BancShares in Q1 2023 and held it in 8 quarters.
Gladstone Capital Management's First Citizens BancShares position peaked at $44.5M in Q2 2023.
612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Gladstone Capital Management's 13F filing for Q1 2025, filed 13 May 2025.