HighTower Advisors
FCNCA icon

HighTower Advisors’s First Citizens BancShares FCNCA Stock Holding History

HighTower Advisors’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
2026
Q1 		$1.15M Sell
607
-1
-0.2% -$2.01K ﹤0.01% 2092
2025
Q4 		$1.3M Buy
608
+149
+32% +$281K ﹤0.01% 1948
2025
Q3 		$823K Sell
459
-6
-1% -$11.8K ﹤0.01% 2244
2025
Q2 		$911K Buy
465
+2
+0.4% +$3.63K ﹤0.01% 2073
2025
Q1 		$859K Buy
463
+126
+37% +$257K ﹤0.01% 2059
2024
Q4 		$712K Sell
337
-20
-6% -$41.9K ﹤0.01% 2208
2024
Q3 		$664K Sell
357
-107
-23% -$204K ﹤0.01% 2188
2024
Q2 		$780K Buy
464
+14
+3% +$23.4K ﹤0.01% 2002
2024
Q1 		$738K Sell
450
-10
-2% -$15K ﹤0.01% 2004
2023
Q4 		$650K Buy
460
+42
+10% +$59K ﹤0.01% 2138
2023
Q3 		$580K Buy
418
+46
+12% +$63.2K ﹤0.01% 2130
2023
Q2 		$479K Buy
372
+159
+75% +$184K ﹤0.01% 2232
2023
Q1 		$209K Buy
+213
New +$158K ﹤0.01% 2720

Other funds holding FCNCA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return