Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s First Citizens BancShares FCNCA Stock Holding History

Kovitz Investment Group 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
Q3 		– Sell
-110
Closed -$216K – 1427
2025
Q2 		$216K Sell
110
-28
-20% -$50.8K ﹤0.01% 1256
2025
Q1 		$256K Sell
138
-3
-2% -$6.11K ﹤0.01% 1102
2024
Q4 		$298K Buy
+141
New +$295K ﹤0.01% 1046

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State Street
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Coatue Management
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Geode Capital Management
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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

Kovitz Investment Group Partners's FCNCA Position: Q3 2025 in Review

Kovitz Investment Group Partners sold out of First Citizens BancShares (FCNCA) in Q3 2025, closing a stake of 110 shares — an estimated $216K sold.

Kovitz Investment Group Partners first reported a position in FCNCA in Q4 2024 and held it in 3 quarters. The position peaked at $298K in Q4 2024. 623 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

  • Kovitz Investment Group Partners reported no remaining First Citizens BancShares position as of Q3 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 110 First Citizens BancShares shares in Q3 2025, an estimated $216K.
  • Kovitz Investment Group Partners first reported a position in First Citizens BancShares in Q4 2024 and held it in 3 quarters.
  • Kovitz Investment Group Partners's First Citizens BancShares position peaked at $298K in Q4 2024.
  • 623 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q3 2025, filed 10 Nov 2025.