Lakewood Capital Management’s First Citizens BancShares FCNCA Stock Holding History

Lakewood Capital 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
2024 Q4	–	Sell	-9,936	Closed	-$18.3M	–	48
2024 Q3	$18.3M	Sell	9,936 -4,400	-31%	-$8.4M	1.44%	23
2024 Q2	$24.1M	Hold	14,336	–	–	1.97%	18
2024 Q1	$23.4M	Hold	14,336	–	–	1.91%	19
2023 Q4	$20.3M	Sell	14,336 -2,500	-15%	-$3.51M	1.7%	23
2023 Q3	$23.2M	Sell	16,836 -6,050	-26%	-$8.31M	2.11%	18
2023 Q2	$29.4M	Sell	22,886 -3,350	-13%	-$3.88M	2.54%	15
2023 Q1	$25.5M	Buy	26,236 +2,000	+8%	+$1.49M	2.09%	21
2022 Q4	$18.4M	Hold	24,236	–	–	1.63%	22
2022 Q3	$19.3M	Sell	24,236 -35,929	-60%	-$28.1M	1.63%	21
2022 Q2	$39.3M	Buy	60,165 +10,165	+20%	+$6.63M	2.44%	18
2022 Q1	$33.3M	Buy	+50,000	New	+$38.9M	1.68%	26

Other funds holding FCNCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Lakewood Capital Management's FCNCA Position: Q4 2024 in Review

Lakewood Capital Management sold out of First Citizens BancShares (FCNCA) in Q4 2024, closing a stake of 9,936 shares — an estimated $18.3M sold.

Lakewood Capital Management first reported a position in FCNCA in Q1 2022 and held it in 11 quarters. The position peaked at $39.3M in Q2 2022. 616 funds tracked by Wall St. Rank hold FCNCA as of Q4 2024.

Lakewood Capital Management reported no remaining First Citizens BancShares position as of Q4 2024 after selling out during the quarter.
Lakewood Capital Management sold 9,936 First Citizens BancShares shares in Q4 2024, an estimated $18.3M.
Lakewood Capital Management first reported a position in First Citizens BancShares in Q1 2022 and held it in 11 quarters.
Lakewood Capital Management's First Citizens BancShares position peaked at $39.3M in Q2 2022.
616 funds tracked by Wall St. Rank held First Citizens BancShares as of Q4 2024.

Based on Lakewood Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.