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 $5.7T AUM 30.48% 1-Year Est. Return

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

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Fidelity Investments

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

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

Coatue Management

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

Geode Capital Management

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return