Laird Norton Wetherby Wealth Management’s First Citizens BancShares FCNCA Stock Holding History

Laird Norton Wetherby 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	$356K	Buy	199 +18	+10%	+$35.5K	0.01%	691
2025 Q2	$354K	Buy	+181	New	+$328K	0.02%	669
2024 Q4	$395K	Sell	187 -22	-11%	-$46.1K	0.02%	610
2024 Q3	$385K	Sell	209 -2	-0.9%	-$3.82K	0.02%	644
2024 Q2	$355K	Sell	211 -16	-7%	-$26.8K	0.02%	648
2024 Q1	$371K	Hold	227	–	–	0.02%	669
2023 Q4	$322K	Sell	227 -10	-4%	-$14K	0.02%	699
2023 Q3	$327K	Buy	237 +3	+1%	+$4.12K	0.02%	662
2023 Q2	$300K	Buy	+234	New	+$271K	0.02%	713

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Laird Norton Wetherby Wealth Management's FCNCA Position: Q3 2025 in Review

Laird Norton Wetherby Wealth Management increased its First Citizens BancShares (FCNCA) stake by 9.9% in Q3 2025, buying an estimated $35.5K and bringing the position to 199 shares worth $356K. The position accounts for 0.01% of the portfolio, ranked #691.

Laird Norton Wetherby Wealth Management first reported a position in FCNCA in Q2 2023 and has held it in 9 quarters since. The position peaked at $395K in Q4 2024. 622 funds tracked by Wall St. Rank hold FCNCA as of Q3 2025.

Laird Norton Wetherby Wealth Management held 199 shares of First Citizens BancShares worth $356K as of Q3 2025.
Laird Norton Wetherby Wealth Management bought 18 First Citizens BancShares shares in Q3 2025, an estimated $35.5K.
First Citizens BancShares made up 0.01% of Laird Norton Wetherby Wealth Management's portfolio in Q3 2025, its #691 holding.
Laird Norton Wetherby Wealth Management first reported a position in First Citizens BancShares in Q2 2023 and has held it in 9 quarters since.
Laird Norton Wetherby Wealth Management's First Citizens BancShares position peaked at $395K in Q4 2024.
622 funds tracked by Wall St. Rank held First Citizens BancShares as of Q3 2025.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.