Global Financial Private Client’s First Citizens BancShares FCNCA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
– Sell
-2
Closed -$3.71K – 684
2025
Q1
$3.71K Buy
2
+1
+100% +$2.04K ﹤0.01% 733
2024
Q4
$2.11K Buy
+1
New +$2.1K ﹤0.01% 720

Other funds holding FCNCA

Global Financial Private Client's FCNCA Position: Q2 2025 in Review

Global Financial Private Client sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 2 shares — an estimated $3.71K sold.

Global Financial Private Client first reported a position in FCNCA in Q4 2024 and held it in 2 quarters. The position peaked at $3.71K in Q1 2025. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • Global Financial Private Client reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 2 First Citizens BancShares shares in Q2 2025, an estimated $3.71K.
  • Global Financial Private Client first reported a position in First Citizens BancShares in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's First Citizens BancShares position peaked at $3.71K in Q1 2025.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.