Interval Partners’s First Citizens BancShares FCNCA Stock Holding History

Interval Partners’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	-2,396	Closed	-$5.06M	–	410
2024 Q4	$5.06M	Buy	+2,396	New	+$5.02M	0.1%	176
2024 Q3	–	Sell	-3,497	Closed	-$5.89M	–	379
2024 Q2	$5.89M	Buy	+3,497	New	+$5.85M	0.13%	168
2024 Q1	–	Sell	-2,148	Closed	-$3.05M	–	320
2023 Q4	$3.05M	Sell	2,148 -9,695	-82%	-$13.6M	0.09%	204
2023 Q3	$16.3M	Buy	11,843 +10,143	+597%	+$13.9M	0.49%	54
2023 Q2	$2.18M	Sell	1,700 -550	-24%	-$636K	0.08%	190
2023 Q1	$2.19M	Buy	+2,250	New	+$1.67M	0.09%	193

Other funds holding FCNCA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Interval Partners's FCNCA Position: Q1 2025 in Review

Interval Partners sold out of First Citizens BancShares (FCNCA) in Q1 2025, closing a stake of 2,396 shares — an estimated $5.06M sold.

Interval Partners first reported a position in FCNCA in Q1 2023 and held it in 6 quarters. The position peaked at $16.3M in Q3 2023. 612 funds tracked by Wall St. Rank hold FCNCA as of Q1 2025.

Interval Partners reported no remaining First Citizens BancShares position as of Q1 2025 after selling out during the quarter.
Interval Partners sold 2,396 First Citizens BancShares shares in Q1 2025, an estimated $5.06M.
Interval Partners first reported a position in First Citizens BancShares in Q1 2023 and held it in 6 quarters.
Interval Partners's First Citizens BancShares position peaked at $16.3M in Q3 2023.
612 funds tracked by Wall St. Rank held First Citizens BancShares as of Q1 2025.

Based on Interval Partners's 13F filing for Q1 2025, filed 15 May 2025.