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Hemington Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Hemington Wealth 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 		$23K Sell
13
-2
-13% -$3.94K ﹤0.01% 583
2025
Q2 		$29K Buy
15
+1
+7% +$1.81K ﹤0.01% 484
2025
Q1 		$25K Sell
14
-2
-13% -$4.07K ﹤0.01% 510
2024
Q4 		$33K Buy
16
+6
+60% +$12.6K 0.01% 402
2024
Q3 		$19K Buy
+10
New +$19.1K 0.01% 520

Other funds holding FCNCA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $75.4B AUM 14.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Hemington Wealth Management's FCNCA Position: Q3 2025 in Review

Hemington Wealth Management reduced its First Citizens BancShares (FCNCA) stake by 13% in Q3 2025, selling an estimated $3.94K and leaving 13 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Hemington Wealth Management first reported a position in FCNCA in Q3 2024 and has held it in 5 quarters since. The position peaked at $33K in Q4 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

  • Hemington Wealth Management held 13 shares of First Citizens BancShares worth $23K as of Q3 2025.
  • Hemington Wealth Management sold 2 First Citizens BancShares shares in Q3 2025, an estimated $3.94K.
  • First Citizens BancShares made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #583 holding.
  • Hemington Wealth Management first reported a position in First Citizens BancShares in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's First Citizens BancShares position peaked at $33K in Q4 2024.
  • 622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.