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Global Wealth Strategies & Associates’s First Citizens BancShares FCNCA Stock Holding History

Global Wealth Strategies & Associates’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
Q2 		– Sell
-7
Closed -$13K – 403
2025
Q1 		$13K Hold
7
– – ﹤0.01% 227
2024
Q4 		$14.8K Hold
7
– – ﹤0.01% 192
2024
Q3 		$12.9K Hold
7
– – ﹤0.01% 177
2024
Q2 		$11.8K Hold
7
– – ﹤0.01% 163
2024
Q1 		$11.4K Buy
+7
New +$10.5K ﹤0.01% 171

Other funds holding FCNCA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B 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 $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Global Wealth Strategies & Associates's FCNCA Position: Q2 2025 in Review

Global Wealth Strategies & Associates sold out of First Citizens BancShares (FCNCA) in Q2 2025, closing a stake of 7 shares — an estimated $13K sold.

Global Wealth Strategies & Associates first reported a position in FCNCA in Q1 2024 and held it in 5 quarters. The position peaked at $14.8K in Q4 2024. 603 funds tracked by Wall St. Rank hold FCNCA as of Q2 2025.

  • Global Wealth Strategies & Associates reported no remaining First Citizens BancShares position as of Q2 2025 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 7 First Citizens BancShares shares in Q2 2025, an estimated $13K.
  • Global Wealth Strategies & Associates first reported a position in First Citizens BancShares in Q1 2024 and held it in 5 quarters.
  • Global Wealth Strategies & Associates's First Citizens BancShares position peaked at $14.8K in Q4 2024.
  • 603 funds tracked by Wall St. Rank held First Citizens BancShares as of Q2 2025.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2025, filed 7 Jul 2025.